Beacon Financial Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
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|
2025
Q1 | $4.21M | Buy |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $4.05M | Sell |
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|
2024
Q2 | $4.39M | Buy |
|
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|
2024
Q1 | $3.71M | Buy |
|
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|
2023
Q4 | $3.24M | Sell |
|
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|
2023
Q3 | $2.75M | Buy |
|
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|
2023
Q2 | $2.89M | Buy |
|
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|
2023
Q1 | $2.29M | Buy |
|
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $3.45M | Buy |
|
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|
2022
Q1 | $4.1M | Buy |
|
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|
2021
Q4 | $4.35M | Buy |
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|
2021
Q3 | $3.47M | Buy |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.61M | Buy |
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|
2020
Q2 | $908K | Buy |
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|
2020
Q1 | $589K | Sell |
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|
2019
Q4 | $743K | Buy |
|