YWP
YorkBridge Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $13M | Sell |
54,406
-4,656
| -8% | -$1.12M | 3.31% | 5 |
|
|
2022
Q3 | $13.8M | Buy |
59,062
+3,077
| +5% | +$717K | 3.55% | 4 |
|
|
2022
Q2 | $14.4M | Buy |
55,985
+810
| +1% | +$208K | 3.76% | 4 |
|
|
2022
Q1 | $17M | Buy |
55,175
+549
| +1% | +$169K | 3.73% | 4 |
|
|
2021
Q4 | $18.4M | Sell |
54,626
-218
| -0.4% | -$73.3K | 4.12% | 3 |
|
|
2021
Q3 | $15.5M | Sell |
54,844
-9,431
| -15% | -$2.66M | 3.89% | 3 |
|
|
2021
Q2 | $17.4M | Buy |
64,275
+518
| +0.8% | +$140K | 4.55% | 2 |
|
|
2021
Q1 | $15M | Buy |
63,757
+2,244
| +4% | +$529K | 4.44% | 3 |
|
|
2020
Q4 | $13.7M | Buy |
61,513
+2,228
| +4% | +$496K | 4.58% | 2 |
|
|
2020
Q3 | $12.5M | Sell |
59,285
-3,287
| -5% | -$691K | 5.24% | 1 |
|
|
2020
Q2 | $12.7M | Buy |
62,572
+6,398
| +11% | +$1.3M | 5.82% | 2 |
|
|
2020
Q1 | $8.86M | Sell |
56,174
-3,135
| -5% | -$494K | 5.45% | 1 |
|
|
2019
Q4 | $9.35M | Sell |
59,309
-482
| -0.8% | -$76K | 4.29% | 3 |
|
|
2019
Q3 | $8.31M | Sell |
59,791
-1,420
| -2% | -$197K | 4.19% | 2 |
|
|
2019
Q2 | $8.2M | Sell |
61,211
-1,261
| -2% | -$169K | 3.64% | 2 |
|
|
2019
Q1 | $7.37M | Buy |
62,472
+2,999
| +5% | +$354K | 3.4% | 3 |
|
|
2018
Q4 | $6.04M | Sell |
59,473
-442
| -0.7% | -$44.9K | 3.2% | 3 |
|
|
2018
Q3 | $6.93M | Sell |
59,915
-727
| -1% | -$84.1K | 3.17% | 4 |
|
|
2018
Q2 | $5.98M | Buy |
60,642
+6,428
| +12% | +$634K | 2.62% | 4 |
|
|
2018
Q1 | $5.07M | Buy |
54,214
+1,560
| +3% | +$146K | 2.34% | 4 |
|
|
2017
Q4 | $4.63M | Buy |
52,654
+3,208
| +6% | +$282K | 2.24% | 4 |
|
|
2017
Q3 | $3.68M | Buy |
49,446
+8,929
| +22% | +$665K | 1.91% | 6 |
|
|
2017
Q2 | $2.76M | Sell |
40,517
-1,363
| -3% | -$92.9K | 1.47% | 13 |
|
|
2017
Q1 | $2.9M | Buy |
41,880
+2,213
| +6% | +$153K | 1.52% | 12 |
|
|
2016
Q4 | $2.4M | Buy |
+39,667
| New | +$2.4M | 1.42% | 13 |
|