BWM
BCGM Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
1,125
+120
| +12% | +$59.7K | 0.16% | 98 |
|
|
2025
Q1 | $377K | Buy |
1,005
+29
| +3% | +$10.9K | 0.12% | 113 |
|
|
2024
Q4 | $412K | Buy |
976
+9
| +0.9% | +$3.8K | 0.13% | 107 |
|
|
2024
Q3 | $416K | Sell |
967
-162
| -14% | -$69.7K | 0.14% | 106 |
|
|
2024
Q2 | $505K | Sell |
1,129
-328
| -23% | -$147K | 0.17% | 93 |
|
|
2024
Q1 | $613K | Sell |
1,457
-3,391
| -70% | -$1.43M | 0.22% | 82 |
|
|
2023
Q4 | $1.82M | Buy |
4,848
+166
| +4% | +$62.4K | 0.74% | 41 |
|
|
2023
Q3 | $1.48M | Buy |
4,682
+284
| +6% | +$89.7K | 0.68% | 40 |
|
|
2023
Q2 | $1.5M | Buy |
4,398
+841
| +24% | +$286K | 0.66% | 38 |
|
|
2023
Q1 | $1.03M | Sell |
3,557
-855
| -19% | -$246K | 0.52% | 48 |
|
|
2022
Q4 | $1.06M | Sell |
4,412
-127
| -3% | -$30.5K | 0.51% | 44 |
|
|
2022
Q3 | $999K | Buy |
4,539
+448
| +11% | +$98.6K | 0.5% | 43 |
|
|
2022
Q2 | $1.15M | Sell |
4,091
-74
| -2% | -$20.8K | 0.58% | 37 |
|
|
2022
Q1 | $1.16M | Sell |
4,165
-1,223
| -23% | -$339K | 0.63% | 37 |
|
|
2021
Q4 | $1.81M | Buy |
5,388
+245
| +5% | +$82.4K | 0.97% | 20 |
|
|
2021
Q3 | $1.71M | Buy |
5,143
+694
| +16% | +$230K | 0.95% | 21 |
|
|
2021
Q2 | $1.27M | Buy |
4,449
+474
| +12% | +$135K | 0.75% | 27 |
|
|
2021
Q1 | $1.03M | Sell |
3,975
-266
| -6% | -$68.7K | 0.7% | 29 |
|
|
2020
Q4 | $1.04M | Buy |
+4,241
| New | +$1.04M | 0.74% | 27 |
|