WealthStone’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $9.46M | Buy |
40,132
+3,770
| +10% | +$889K | 3.3% | 7 |
|
|
2020
Q4 | $8.09M | Buy |
36,362
+935
| +3% | +$208K | 2.87% | 10 |
|
|
2020
Q3 | $7.45M | Buy |
35,427
+18,569
| +110% | +$3.91M | 3.4% | 9 |
|
|
2020
Q2 | $3.43M | Buy |
16,858
+12,735
| +309% | +$2.59M | 1.64% | 11 |
|
|
2020
Q1 | $650K | Buy |
4,123
+1,101
| +36% | +$174K | 0.65% | 14 |
|
|
2019
Q4 | $480K | Sell |
3,022
-2,266
| -43% | -$360K | 0.28% | 22 |
|
|
2019
Q3 | $735K | Sell |
5,288
-14,670
| -74% | -$2.04M | 0.39% | 26 |
|
|
2019
Q2 | $2.67M | Buy |
+19,958
| New | +$2.67M | 1.2% | 13 |
|