BA
BCM Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Hold |
1,467
| – | – | 0.16% | 48 |
|
|
2025
Q1 | $639K | Sell |
1,467
-4
| -0.3% | -$1.74K | 0.14% | 51 |
|
|
2024
Q4 | $608K | Buy |
1,471
+76
| +5% | +$31.4K | 0.14% | 51 |
|
|
2024
Q3 | $570K | Sell |
1,395
-84
| -6% | -$34.3K | 0.13% | 52 |
|
|
2024
Q2 | $617K | Sell |
1,479
-105
| -7% | -$43.8K | 0.15% | 49 |
|
|
2024
Q1 | $648K | Buy |
1,584
+1,010
| +176% | +$413K | 0.16% | 49 |
|
|
2023
Q4 | $235K | Hold |
574
| – | – | 0.06% | 58 |
|
|
2023
Q3 | $208K | Sell |
574
-55
| -9% | -$20K | 0.06% | 59 |
|
|
2023
Q2 | $216K | Buy |
+629
| New | +$216K | 0.06% | 57 |
|
|
2022
Q1 | – | Sell |
-647
| Closed | -$201K | – | 56 |
|
|
2021
Q4 | $201K | Buy |
+647
| New | +$201K | 0.05% | 52 |
|
|
2021
Q3 | – | Sell |
-851
| Closed | -$236K | – | 53 |
|
|
2021
Q2 | $236K | Hold |
851
| – | – | 0.06% | 50 |
|
|
2021
Q1 | $222K | Buy |
+851
| New | +$222K | 0.07% | 50 |
|