WCM
Weld Capital Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,213
| Closed | -$2.17M | – | 331 |
|
|
2021
Q1 | $2.17M | Buy |
9,213
+6,496
| +239% | +$1.53M | 0.92% | 10 |
|
|
2020
Q4 | $604K | Buy |
+2,717
| New | +$604K | 0.24% | 147 |
|
|
2020
Q3 | – | Sell |
-1,157
| Closed | -$235K | – | 603 |
|
|
2020
Q2 | $235K | Sell |
1,157
-625
| -35% | -$127K | 0.09% | 343 |
|
|
2020
Q1 | $281K | Buy |
+1,782
| New | +$281K | 0.14% | 244 |
|