BHWM
Beaird Harris Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.27M | Sell |
6,057
-249
| -4% | -$93.5K | 0.19% | 45 |
|
|
2024
Q4 | $2.66M | Sell |
6,306
-462
| -7% | -$195K | 0.23% | 45 |
|
|
2024
Q3 | $2.91M | Sell |
6,768
-876
| -11% | -$377K | 0.25% | 40 |
|
|
2024
Q2 | $3.42M | Buy |
7,644
+1,741
| +29% | +$778K | 0.32% | 39 |
|
|
2024
Q1 | $2.48M | Sell |
5,903
-30
| -0.5% | -$12.6K | 0.24% | 41 |
|
|
2023
Q4 | $2.23M | Buy |
5,933
+444
| +8% | +$167K | 0.23% | 42 |
|
|
2023
Q3 | $1.73M | Buy |
5,489
+84
| +2% | +$26.5K | 0.21% | 39 |
|
|
2023
Q2 | $1.84M | Sell |
5,405
-367
| -6% | -$125K | 0.22% | 37 |
|
|
2023
Q1 | $1.66M | Sell |
5,772
-1,006
| -15% | -$290K | 0.3% | 36 |
|
|
2022
Q4 | $1.63M | Buy |
6,778
+950
| +16% | +$228K | 0.3% | 35 |
|
|
2022
Q3 | $1.36M | Buy |
5,828
+585
| +11% | +$136K | 0.3% | 35 |
|
|
2022
Q2 | $1.35M | Buy |
5,243
+1,062
| +25% | +$273K | 0.37% | 30 |
|
|
2022
Q1 | $1.29M | Sell |
4,181
-1,893
| -31% | -$584K | 0.47% | 27 |
|
|
2021
Q4 | $2.04M | Buy |
+6,074
| New | +$2.04M | 0.75% | 19 |
|