BWP
Barlow Wealth Partners’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $47.6M | Buy |
96,912
+1,159
| +1% | +$569K | 5.7% | 1 |
|
2025
Q1 | $37.5M | Buy |
95,753
+2,126
| +2% | +$833K | 4.93% | 2 |
|
2024
Q4 | $39.9M | Buy |
93,627
+1,499
| +2% | +$639K | 5.05% | 2 |
|
2024
Q3 | $37.7M | Buy |
92,128
+1,343
| +1% | +$550K | 4.93% | 2 |
|
2024
Q2 | $38.9M | Buy |
90,785
+701
| +0.8% | +$301K | 5.39% | 2 |
|
2024
Q1 | $38M | Sell |
90,084
-5,775
| -6% | -$2.44M | 5.17% | 2 |
|
2023
Q4 | $36M | Buy |
+95,859
| New | +$36M | 5.12% | 2 |
|