Winthrop Partners - WNY’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.35M | Buy |
16,915
+1,384
| +9% | +$192K | 1.59% | 18 |
|
|
2019
Q2 | $2.08M | Buy |
15,531
+1,474
| +10% | +$197K | 1.56% | 18 |
|
|
2019
Q1 | $1.67M | Buy |
14,057
+2,170
| +18% | +$258K | 1.31% | 26 |
|
|
2018
Q4 | $1.21M | Buy |
11,887
+161
| +1% | +$16.4K | 1.13% | 29 |
|
|
2018
Q3 | $1.34M | Buy |
11,726
+2,680
| +30% | +$307K | 1.08% | 29 |
|
|
2018
Q2 | $892K | Buy |
9,046
+889
| +11% | +$87.7K | 0.74% | 43 |
|
|
2018
Q1 | $740K | Buy |
8,157
+810
| +11% | +$73.5K | 0.57% | 50 |
|
|
2017
Q4 | $709K | Buy |
+7,347
| New | +$709K | 0.58% | 56 |
|