BPFA
Barnes Pettey Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
6,390
-128
| -2% | -$63.7K | 2.12% | 14 |
|
|
2025
Q1 | $2.45M | Sell |
6,518
-140
| -2% | -$52.6K | 1.9% | 13 |
|
|
2024
Q4 | $2.81M | Sell |
6,658
-42
| -0.6% | -$17.7K | 2.14% | 14 |
|
|
2024
Q3 | $2.88M | Sell |
6,700
-82
| -1% | -$35.3K | 2.3% | 12 |
|
|
2024
Q2 | $3.03M | Buy |
6,782
+281
| +4% | +$126K | 2.61% | 9 |
|
|
2024
Q1 | $2.74M | Sell |
6,501
-722
| -10% | -$304K | 2.36% | 10 |
|
|
2023
Q4 | $2.72M | Buy |
7,223
+4
| +0.1% | +$1.5K | 2.21% | 13 |
|
|
2023
Q3 | $2.28M | Sell |
7,219
-302
| -4% | -$95.4K | 2.09% | 13 |
|
|
2023
Q2 | $2.56M | Buy |
7,521
+7
| +0.1% | +$2.38K | 2.21% | 14 |
|
|
2023
Q1 | $2.17M | Sell |
7,514
-431
| -5% | -$124K | 2.07% | 11 |
|
|
2022
Q4 | $1.91M | Buy |
7,945
+57
| +0.7% | +$13.7K | 1.96% | 11 |
|
|
2022
Q3 | $1.84M | Sell |
7,888
-61
| -0.8% | -$14.2K | 2.51% | 7 |
|
|
2022
Q2 | $2.04M | Buy |
7,949
+330
| +4% | +$84.7K | 2.64% | 7 |
|
|
2022
Q1 | $2.35M | Sell |
7,619
-273
| -3% | -$84.2K | 2.84% | 8 |
|
|
2021
Q4 | $2.65M | Buy |
+7,892
| New | +$2.65M | 3.05% | 7 |
|