BRIA
Balanced Rock Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
1,106
+39
| +4% | +$19.4K | 0.43% | 48 |
|
|
2025
Q1 | $401K | Buy |
1,067
+18
| +2% | +$6.76K | 0.32% | 60 |
|
|
2024
Q4 | $442K | Buy |
1,049
+9
| +0.9% | +$3.79K | 0.35% | 57 |
|
|
2024
Q3 | $448K | Sell |
1,040
-20
| -2% | -$8.61K | 0.35% | 59 |
|
|
2024
Q2 | $474K | Sell |
1,060
-27
| -2% | -$12.1K | 0.4% | 50 |
|
|
2024
Q1 | $457K | Sell |
1,087
-30
| -3% | -$12.6K | 0.39% | 55 |
|
|
2023
Q4 | $420K | Buy |
+1,117
| New | +$420K | 0.37% | 62 |
|