SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Microsoft Corporation Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$1.94M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-9.32%
quarter
Microsoft Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.02% | -2 shares | -201K | $232.9 | 8.35K |
| Q2 2022 | share | Increase | +11.70% | 875 shares | -160K | $256.83 | 8.35K |
| Q1 2022 | share | Increase | +13.25% | 875 shares | 85K | $308.31 | 7.48K |
| Q4 2021 | share | Decrease | -3.18% | -217 shares | 298K | $339.32 | 6.60K |
| Q3 2021 | share | Increase | +3.57% | 235 shares | 139K | $281.41 | 6.82K |
| Q2 2021 | share | Decrease | -13.53% | -1.03K shares | -12K | $269.89 | 6.58K |
| Q1 2021 | share | Decrease | -2.25% | -175 shares | 63K | $234.35 | 7.61K |
| Q4 2020 | share | Decrease | -7.12% | -597 shares | -32K | $220.57 | 7.79K |
| Q3 2020 | share | Decrease | -2.85% | -246 shares | 7K | $208.03 | 8.39K |
| Q2 2020 | share | Decrease | -28.86% | -3.50K shares | -156K | $200.8 | 8.63K |
| Q1 2020 | share | Increase | +8.93% | 995 shares | 157K | $155.18 | 12.13K |
| Q4 2019 | share | Decrease | -4.52% | -528 shares | 134K | $154.75 | 11.14K |
| Q3 2019 | share | Decrease | -1.68% | -200 shares | 33K | $135.97 | 11.67K |
| Q2 2019 | share | Decrease | -11.22% | -1.5K shares | 13K | $130.56 | 11.87K |
| Q1 2019 | share | Decrease | -7.84% | -1.13K shares | 103K | $114.53 | 13.37K |
| Q4 2018 | share | Increase | 0.00% | 14.50K shares | 1.47M | $98.21 | 14.50K |