Beacon Investment 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 | $14.1M | Buy |
28,340
+28
| +0.1% | +$13.9K | 6.06% | 1 |
|
|
2025
Q1 | $10.6M | Buy |
28,312
+91
| +0.3% | +$34.2K | 5.02% | 2 |
|
|
2024
Q4 | $11.9M | Buy |
28,221
+286
| +1% | +$121K | 5.59% | 2 |
|
|
2024
Q3 | $12M | Buy |
27,935
+89
| +0.3% | +$38.3K | 5.69% | 2 |
|
|
2024
Q2 | $12.4M | Buy |
27,846
+4,600
| +20% | +$2.06M | 6.37% | 1 |
|
|
2024
Q1 | $9.78M | Buy |
23,246
+274
| +1% | +$115K | 5.57% | 2 |
|
|
2023
Q4 | $8.64M | Sell |
22,972
-4
| -0% | -$1.5K | 5.52% | 1 |
|
|
2023
Q3 | $7.25M | Sell |
22,976
-275
| -1% | -$86.8K | 5.13% | 2 |
|
|
2023
Q2 | $7.92M | Buy |
23,251
+114
| +0.5% | +$38.8K | 5.41% | 3 |
|
|
2023
Q1 | $6.67M | Buy |
23,137
+65
| +0.3% | +$18.7K | 4.87% | 3 |
|
|
2022
Q4 | $5.53M | Buy |
+23,072
| New | +$5.53M | 4.62% | 1 |
|