Zimmermann Investment Management & Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,829
| Closed | -$3.8M | – | 85 |
|
|
2024
Q3 | $3.8M | Buy |
8,829
+148
| +2% | +$63.7K | 1.17% | 25 |
|
|
2024
Q2 | $3.88M | Buy |
8,681
+85
| +1% | +$38K | 1.3% | 27 |
|
|
2024
Q1 | $3.62M | Sell |
8,596
-417
| -5% | -$175K | 1.3% | 24 |
|
|
2023
Q4 | $3.39M | Buy |
9,013
+509
| +6% | +$191K | 1.39% | 27 |
|
|
2023
Q3 | $2.69M | Buy |
8,504
+841
| +11% | +$266K | 1.29% | 29 |
|
|
2023
Q2 | $2.61M | Buy |
7,663
+136
| +2% | +$46.3K | 1.21% | 29 |
|
|
2023
Q1 | $2.17M | Sell |
7,527
-506
| -6% | -$146K | 1.13% | 29 |
|
|
2022
Q4 | $1.93M | Buy |
8,033
+30
| +0.4% | +$7.2K | 1.11% | 27 |
|
|
2022
Q3 | $1.86M | Buy |
8,003
+236
| +3% | +$55K | 1.16% | 25 |
|
|
2022
Q2 | $2M | Buy |
7,767
+262
| +3% | +$67.3K | 1.37% | 24 |
|
|
2022
Q1 | $2.31M | Sell |
7,505
-78
| -1% | -$24.1K | 1.37% | 25 |
|
|
2021
Q4 | $2.55M | Buy |
+7,583
| New | +$2.55M | 1.43% | 27 |
|