BWG
Balanced Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
2,177
+38
| +2% | +$20.3K | 0.5% | 26 |
|
|
2025
Q1 | $803K | Buy |
2,139
+2
| +0.1% | +$751 | 0.39% | 30 |
|
|
2024
Q4 | $887K | Buy |
2,137
+2
| +0.1% | +$830 | 0.4% | 30 |
|
|
2024
Q3 | $919K | Buy |
2,135
+1
| +0% | +$430 | 0.41% | 29 |
|
|
2024
Q2 | $974K | Sell |
2,134
-256
| -11% | -$117K | 0.44% | 28 |
|
|
2024
Q1 | $985K | Sell |
2,390
-60
| -2% | -$24.7K | 0.44% | 29 |
|
|
2023
Q4 | $921K | Buy |
+2,450
| New | +$921K | 0.48% | 30 |
|