Wealthstreet Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $49K | Hold |
158
| – | – | 1.32% | 24 |
|
|
2021
Q4 | $53K | Hold |
158
| – | – | 1.31% | 25 |
|
|
2021
Q3 | $45K | Sell |
158
-236
| -60% | -$67.2K | 1.24% | 24 |
|
|
2021
Q2 | $107K | Sell |
394
-110,436
| -100% | -$30M | 0.55% | 43 |
|
|
2021
Q1 | $26.1M | Sell |
110,830
-3,840
| -3% | -$905K | 2.55% | 2 |
|
|
2020
Q4 | $25.5M | Sell |
114,670
-805
| -0.7% | -$179K | 2.58% | 3 |
|
|
2020
Q3 | $24.3M | Buy |
115,475
+1,436
| +1% | +$302K | 2.71% | 4 |
|
|
2020
Q2 | $23.2M | Sell |
114,039
-1,556
| -1% | -$317K | 2.84% | 4 |
|
|
2020
Q1 | $18.2M | Buy |
115,595
+1,886
| +2% | +$297K | 2.69% | 5 |
|
|
2019
Q4 | $17.9M | Sell |
113,709
-307
| -0.3% | -$48.4K | 2.09% | 7 |
|
|
2019
Q3 | $16.3M | Sell |
114,016
-552
| -0.5% | -$78.8K | 2.08% | 6 |
|
|
2019
Q2 | $15.3M | Buy |
114,568
+265
| +0.2% | +$35.5K | 1.98% | 7 |
|
|
2019
Q1 | $13.5M | Sell |
114,303
-3,294
| -3% | -$388K | 1.78% | 10 |
|
|
2018
Q4 | $12.4M | Sell |
117,597
-2,192
| -2% | -$230K | 1.73% | 10 |
|
|
2018
Q3 | $13.7M | Sell |
119,789
-470
| -0.4% | -$53.8K | 1.69% | 9 |
|
|
2018
Q2 | $11.9M | Sell |
120,259
-1,275
| -1% | -$126K | 1.57% | 11 |
|
|
2018
Q1 | $11.1M | Buy |
121,534
+501
| +0.4% | +$45.7K | 1.39% | 15 |
|
|
2017
Q4 | $10.4M | Buy |
+121,033
| New | +$10.4M | 1.25% | 17 |
|