Beacon Wealthcare LLC’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Buy |
1,330
+30
| +2% | +$14.9K | 0.25% | 14 |
|
|
2025
Q1 | $488K | Buy |
1,300
+30
| +2% | +$11.3K | 0.2% | 14 |
|
|
2024
Q4 | $535K | Sell |
1,270
-100
| -7% | -$42.2K | 0.22% | 14 |
|
|
2024
Q3 | $590K | Buy |
1,370
+148
| +12% | +$63.7K | 0.24% | 16 |
|
|
2024
Q2 | $546K | Sell |
1,222
-194
| -14% | -$86.7K | 0.24% | 14 |
|
|
2024
Q1 | $596K | Buy |
1,416
+241
| +21% | +$101K | 0.27% | 14 |
|
|
2023
Q4 | $442K | Sell |
1,175
-98
| -8% | -$36.9K | 0.21% | 15 |
|
|
2023
Q3 | $402K | Sell |
1,273
-2
| -0.2% | -$632 | 0.21% | 13 |
|
|
2023
Q2 | $434K | Buy |
1,275
+21
| +2% | +$7.15K | 0.22% | 12 |
|
|
2023
Q1 | $362K | Buy |
1,254
+198
| +19% | +$57.1K | 0.19% | 12 |
|
|
2022
Q4 | $253K | Hold |
1,056
| – | – | 0.14% | 12 |
|
|
2022
Q3 | $246K | Hold |
1,056
| – | – | 0.14% | 10 |
|
|
2022
Q2 | $271K | Hold |
1,056
| – | – | 0.15% | 10 |
|
|
2022
Q1 | $326K | Sell |
1,056
-329
| -24% | -$102K | 0.16% | 10 |
|
|
2021
Q4 | $466K | Hold |
1,385
| – | – | 0.21% | 10 |
|
|
2021
Q3 | $390K | Sell |
1,385
-336
| -20% | -$94.6K | 0.19% | 10 |
|
|
2021
Q2 | $466K | Hold |
1,721
| – | – | 0.23% | 10 |
|
|
2021
Q1 | $406K | Buy |
+1,721
| New | +$406K | 0.22% | 10 |
|