BCU Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
+1,195
| New | +$594K | 0.27% | 33 |
|
|
2025
Q1 | – | Sell |
-532
| Closed | -$224K | – | 55 |
|
|
2024
Q4 | $224K | Hold |
532
| – | – | 0.13% | 48 |
|
|
2024
Q3 | $229K | Hold |
532
| – | – | 0.14% | 45 |
|
|
2024
Q2 | $238K | Hold |
532
| – | – | 0.18% | 42 |
|
|
2024
Q1 | $224K | Buy |
+532
| New | +$224K | 0.19% | 44 |
|