BWP
Balboa Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
55,322
+820
| +2% | +$408K | 5.52% | 3 |
|
|
2025
Q1 | $20.5M | Sell |
54,502
-509
| -0.9% | -$191K | 4.94% | 4 |
|
|
2024
Q4 | $23.2M | Sell |
55,011
-910
| -2% | -$384K | 5.29% | 3 |
|
|
2024
Q3 | $24.1M | Sell |
55,921
-2,014
| -3% | -$867K | 5.99% | 3 |
|
|
2024
Q2 | $25.9M | Buy |
57,935
+1,825
| +3% | +$816K | 6.84% | 3 |
|
|
2024
Q1 | $23.6M | Sell |
56,110
-4,379
| -7% | -$1.84M | 6.95% | 2 |
|
|
2023
Q4 | $22.7M | Buy |
60,489
+47
| +0.1% | +$17.7K | 7.56% | 2 |
|
|
2023
Q3 | $19.1M | Buy |
60,442
+756
| +1% | +$239K | 7.16% | 2 |
|
|
2023
Q2 | $20.3M | Buy |
59,686
+117
| +0.2% | +$39.8K | 7.09% | 2 |
|
|
2023
Q1 | $17.2M | Sell |
59,569
-3,851
| -6% | -$1.11M | 6.49% | 2 |
|
|
2022
Q4 | $15.2M | Buy |
63,420
+1,452
| +2% | +$348K | 6.86% | 2 |
|
|
2022
Q3 | $14.4M | Buy |
+61,968
| New | +$14.4M | 6.35% | 2 |
|