BWM
BCS Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
8,869
+1,834
| +26% | +$912K | 0.95% | 30 |
|
|
2025
Q1 | $2.64M | Buy |
7,035
+969
| +16% | +$364K | 0.68% | 38 |
|
|
2024
Q4 | $2.56M | Buy |
+6,066
| New | +$2.56M | 0.64% | 41 |
|
|
2024
Q2 | – | Sell |
-7,094
| Closed | -$2.98M | – | 195 |
|
|
2024
Q1 | $2.98M | Buy |
7,094
+70
| +1% | +$29.4K | 0.96% | 25 |
|
|
2023
Q4 | $2.64M | Sell |
7,024
-100
| -1% | -$37.6K | 0.97% | 22 |
|
|
2023
Q3 | $2.25M | Buy |
+7,124
| New | +$2.25M | 0.94% | 24 |
|
|
2023
Q2 | – | Sell |
-1,603
| Closed | -$462K | – | 145 |
|
|
2023
Q1 | $462K | Sell |
1,603
-5,037
| -76% | -$1.45M | 0.21% | 92 |
|
|
2022
Q4 | $1.59M | Sell |
6,640
-41
| -0.6% | -$9.83K | 0.67% | 38 |
|
|
2022
Q3 | $1.56M | Sell |
6,681
-1,342
| -17% | -$313K | 0.73% | 30 |
|
|
2022
Q2 | $2.06M | Buy |
8,023
+1,615
| +25% | +$415K | 0.92% | 21 |
|
|
2022
Q1 | $1.98M | Sell |
6,408
-462
| -7% | -$142K | 0.82% | 25 |
|
|
2021
Q4 | $2.31M | Buy |
6,870
+849
| +14% | +$286K | 0.83% | 26 |
|
|
2021
Q3 | $1.7M | Buy |
6,021
+121
| +2% | +$34.1K | 0.72% | 30 |
|
|
2021
Q2 | $1.6M | Buy |
5,900
+200
| +4% | +$54.2K | 0.85% | 25 |
|
|
2021
Q1 | $1.34M | Buy |
5,700
+43
| +0.8% | +$10.1K | 0.64% | 32 |
|
|
2020
Q4 | $1.26M | Buy |
5,657
+70
| +1% | +$15.6K | 0.65% | 32 |
|
|
2020
Q3 | $1.18M | Buy |
5,587
+1,096
| +24% | +$230K | 0.66% | 32 |
|
|
2020
Q2 | $914K | Buy |
4,491
+1,520
| +51% | +$309K | 0.55% | 42 |
|
|
2020
Q1 | $469K | Buy |
2,971
+888
| +43% | +$140K | 0.33% | 61 |
|
|
2019
Q4 | $329K | Buy |
+2,083
| New | +$329K | 0.22% | 78 |
|