BFA
BBJS Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.36M | Buy |
7,807
+7,428
| +1,960% | +$3.2M | 1.2% | 22 |
|
|
2024
Q2 | $169K | Buy |
379
+268
| +241% | +$120K | 0.06% | 50 |
|
|
2024
Q1 | $46.7K | Sell |
111
-5
| -4% | -$2.1K | 0.02% | 72 |
|
|
2023
Q4 | $43.5K | Sell |
116
-920
| -89% | -$345K | 0.02% | 71 |
|
|
2023
Q3 | $327K | Buy |
1,036
+1,000
| +2,778% | +$316K | 0.12% | 43 |
|
|
2023
Q2 | $12.1K | Sell |
36
-15
| -29% | -$5.04K | ﹤0.01% | 87 |
|
|
2023
Q1 | $14.6K | Hold |
51
| – | – | 0.01% | 85 |
|
|
2022
Q4 | $12.1K | Buy |
+51
| New | +$12.1K | 0.01% | 94 |
|