BTWM
Baker Tilly Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
18,424
+30
| +0.2% | +$14.9K | 3.27% | 4 |
|
|
2025
Q1 | $6.9M | Buy |
18,394
+774
| +4% | +$291K | 2.71% | 4 |
|
|
2024
Q4 | $7.43M | Buy |
17,620
+305
| +2% | +$129K | 2.91% | 4 |
|
|
2024
Q3 | $7.45M | Sell |
17,315
-3,275
| -16% | -$1.41M | 3.3% | 3 |
|
|
2024
Q2 | $9.2M | Sell |
20,590
-27,304
| -57% | -$12.2M | 3.76% | 2 |
|
|
2024
Q1 | $20.2M | Sell |
47,894
-2,150
| -4% | -$905K | 3.64% | 2 |
|
|
2023
Q4 | $18.8M | Buy |
50,044
+236
| +0.5% | +$88.7K | 3.09% | 2 |
|
|
2023
Q3 | $15.7M | Sell |
49,808
-47,560
| -49% | -$15M | 2.59% | 5 |
|
|
2023
Q2 | $33.2M | Sell |
97,368
-4,566
| -4% | -$1.55M | 3.48% | 2 |
|
|
2023
Q1 | $29.4M | Buy |
101,934
+1,343
| +1% | +$387K | 3.3% | 2 |
|
|
2022
Q4 | $24.1M | Buy |
100,591
+8,333
| +9% | +$2M | 2.97% | 3 |
|
|
2022
Q3 | $21.5M | Sell |
92,258
-1,411
| -2% | -$329K | 2.93% | 4 |
|
|
2022
Q2 | $24.1M | Buy |
93,669
+4,894
| +6% | +$1.26M | 3.16% | 3 |
|
|
2022
Q1 | $27.4M | Buy |
88,775
+5,487
| +7% | +$1.69M | 3.03% | 3 |
|
|
2021
Q4 | $28M | Buy |
83,288
+7,914
| +10% | +$2.66M | 3.01% | 3 |
|
|
2021
Q3 | $21.3M | Buy |
75,374
+3,128
| +4% | +$882K | 2.81% | 3 |
|
|
2021
Q2 | $19.6M | Buy |
72,246
+7,406
| +11% | +$2.01M | 3.16% | 2 |
|
|
2021
Q1 | $15.3M | Buy |
64,840
+21,162
| +48% | +$4.99M | 3.13% | 1 |
|
|
2020
Q4 | $9.72M | Buy |
+43,678
| New | +$9.72M | 3% | 4 |
|