BFA
Beacon Financial Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
13,801
+2,573
| +23% | +$1.28M | 1.78% | 8 |
|
|
2025
Q1 | $4.21M | Buy |
11,228
+1,359
| +14% | +$510K | 1.28% | 9 |
|
|
2024
Q4 | $4.16M | Buy |
9,869
+456
| +5% | +$192K | 1.35% | 11 |
|
|
2024
Q3 | $4.05M | Sell |
9,413
-418
| -4% | -$180K | 1.38% | 11 |
|
|
2024
Q2 | $4.39M | Buy |
9,831
+1,006
| +11% | +$450K | 1.64% | 9 |
|
|
2024
Q1 | $3.71M | Buy |
8,825
+221
| +3% | +$93K | 1.81% | 6 |
|
|
2023
Q4 | $3.24M | Sell |
8,604
-98
| -1% | -$36.9K | 1.56% | 10 |
|
|
2023
Q3 | $2.75M | Buy |
8,702
+213
| +3% | +$67.3K | 1.52% | 9 |
|
|
2023
Q2 | $2.89M | Buy |
8,489
+543
| +7% | +$185K | 1.66% | 7 |
|
|
2023
Q1 | $2.29M | Buy |
7,946
+128
| +2% | +$36.9K | 1.46% | 10 |
|
|
2022
Q4 | $1.87M | Sell |
7,818
-1,566
| -17% | -$376K | 1.34% | 13 |
|
|
2022
Q3 | $2.19M | Sell |
9,384
-4,066
| -30% | -$947K | 1.56% | 10 |
|
|
2022
Q2 | $3.45M | Buy |
13,450
+139
| +1% | +$35.7K | 1.96% | 5 |
|
|
2022
Q1 | $4.1M | Buy |
13,311
+366
| +3% | +$113K | 1.96% | 5 |
|
|
2021
Q4 | $4.35M | Buy |
12,945
+641
| +5% | +$216K | 2.01% | 5 |
|
|
2021
Q3 | $3.47M | Buy |
12,304
+767
| +7% | +$216K | 1.8% | 7 |
|
|
2021
Q2 | $3.13M | Buy |
11,537
+73
| +0.6% | +$19.8K | 1.68% | 9 |
|
|
2021
Q1 | $2.7M | Buy |
11,464
+2,189
| +24% | +$516K | 1.55% | 10 |
|
|
2020
Q4 | $2.06M | Buy |
9,275
+1,634
| +21% | +$363K | 1.34% | 13 |
|
|
2020
Q3 | $1.61M | Buy |
7,641
+3,179
| +71% | +$669K | 1.4% | 14 |
|
|
2020
Q2 | $908K | Buy |
4,462
+722
| +19% | +$147K | 0.99% | 30 |
|
|
2020
Q1 | $589K | Sell |
3,740
-972
| -21% | -$153K | 0.75% | 39 |
|
|
2019
Q4 | $743K | Buy |
+4,712
| New | +$743K | 0.64% | 45 |
|