BWA
BDO Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.7M | Buy |
37,216
+948
| +3% | +$323K | 1.45% | 16 |
|
|
2023
Q1 | $10.5M | Buy |
36,268
+180
| +0.5% | +$51.9K | 1.28% | 18 |
|
|
2022
Q4 | $8.65M | Sell |
36,088
-455
| -1% | -$109K | 1.08% | 21 |
|
|
2022
Q3 | $8.51M | Buy |
36,543
+132
| +0.4% | +$30.7K | 1.13% | 19 |
|
|
2022
Q2 | $9.35M | Sell |
36,411
-282
| -0.8% | -$72.4K | 1.15% | 16 |
|
|
2022
Q1 | $11.3M | Sell |
36,693
-540
| -1% | -$166K | 1.21% | 17 |
|
|
2021
Q4 | $12.5M | Buy |
37,233
+25
| +0.1% | +$8.41K | 1.33% | 15 |
|
|
2021
Q3 | $10.5M | Buy |
37,208
+73
| +0.2% | +$20.6K | 1.15% | 17 |
|
|
2021
Q2 | $10.1M | Sell |
37,135
-1,936
| -5% | -$524K | 1.11% | 19 |
|
|
2021
Q1 | $9.21M | Buy |
39,071
+7,320
| +23% | +$1.73M | 1.09% | 19 |
|
|
2020
Q4 | $7.06M | Buy |
31,751
+192
| +0.6% | +$42.7K | 0.99% | 24 |
|
|
2020
Q3 | $6.64M | Sell |
31,559
-1,061
| -3% | -$223K | 1.08% | 21 |
|
|
2020
Q2 | $6.64M | Sell |
32,620
-6,976
| -18% | -$1.42M | 1.17% | 20 |
|
|
2020
Q1 | $6.25M | Buy |
39,596
+10,261
| +35% | +$1.62M | 1.26% | 18 |
|
|
2019
Q4 | $4.63M | Sell |
29,335
-682
| -2% | -$108K | 1.19% | 18 |
|
|
2019
Q3 | $4.17M | Buy |
30,017
+43
| +0.1% | +$5.98K | 1.07% | 20 |
|
|
2019
Q2 | $4.02M | Sell |
29,974
-1,508
| -5% | -$202K | 1.09% | 20 |
|
|
2019
Q1 | $3.71M | Buy |
31,482
+1,070
| +4% | +$126K | 1.08% | 21 |
|
|
2018
Q4 | $3.09M | Sell |
30,412
-14,692
| -33% | -$1.49M | 1.06% | 22 |
|
|
2018
Q3 | $5.16M | Sell |
45,104
-516
| -1% | -$59K | 1.67% | 14 |
|
|
2018
Q2 | $4.5M | Buy |
45,620
+17,294
| +61% | +$1.71M | 1.53% | 16 |
|
|
2018
Q1 | $2.59M | Buy |
28,326
+1,826
| +7% | +$167K | 0.97% | 19 |
|
|
2017
Q4 | $2.27M | Sell |
26,500
-1,697
| -6% | -$145K | 1.02% | 15 |
|
|
2017
Q3 | $2.1M | Sell |
28,197
-316
| -1% | -$23.5K | 1.04% | 15 |
|
|
2017
Q2 | $1.97M | Buy |
+28,513
| New | +$1.97M | 0.86% | 20 |
|