BWA
Beam Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
10,607
-155
| -1% | -$77.1K | 1.57% | 13 |
|
|
2025
Q1 | $4.04M | Sell |
10,762
-696
| -6% | -$261K | 1.36% | 16 |
|
|
2024
Q4 | $4.83M | Sell |
11,458
-624
| -5% | -$263K | 1.53% | 14 |
|
|
2024
Q3 | $5.2M | Buy |
12,082
+216
| +2% | +$92.9K | 1.58% | 13 |
|
|
2024
Q2 | $5.3M | Buy |
11,866
+8,288
| +232% | +$3.7M | 1.77% | 13 |
|
|
2024
Q1 | $1.51M | Sell |
3,578
-202
| -5% | -$85K | 0.9% | 27 |
|
|
2023
Q4 | $1.42M | Buy |
3,780
+73
| +2% | +$27.5K | 0.9% | 28 |
|
|
2023
Q3 | $1.17M | Buy |
3,707
+105
| +3% | +$33.2K | 0.83% | 32 |
|
|
2023
Q2 | $1.23M | Buy |
3,602
+150
| +4% | +$51.1K | 0.85% | 29 |
|
|
2023
Q1 | $995K | Sell |
3,452
-318
| -8% | -$91.7K | 1% | 35 |
|
|
2022
Q4 | $904K | Buy |
3,770
+8
| +0.2% | +$1.92K | 0.94% | 36 |
|
|
2022
Q3 | $876K | Buy |
3,762
+211
| +6% | +$49.1K | 0.98% | 41 |
|
|
2022
Q2 | $912K | Buy |
3,551
+368
| +12% | +$94.5K | 1.01% | 34 |
|
|
2022
Q1 | $981K | Sell |
3,183
-68
| -2% | -$21K | 1.13% | 28 |
|
|
2021
Q4 | $1.09M | Sell |
3,251
-2,338
| -42% | -$787K | 1.25% | 27 |
|
|
2021
Q3 | $1.58M | Buy |
5,589
+648
| +13% | +$183K | 1.35% | 17 |
|
|
2021
Q2 | $1.34M | Buy |
4,941
+740
| +18% | +$200K | 1.15% | 24 |
|
|
2021
Q1 | $991K | Buy |
4,201
+97
| +2% | +$22.9K | 0.88% | 39 |
|
|
2020
Q4 | $913K | Sell |
4,104
-112
| -3% | -$24.9K | 0.86% | 38 |
|
|
2020
Q3 | $887K | Sell |
4,216
-183
| -4% | -$38.5K | 0.83% | 37 |
|
|
2020
Q2 | $927K | Sell |
4,399
-687
| -14% | -$145K | 0.93% | 33 |
|
|
2020
Q1 | $802K | Sell |
5,086
-775
| -13% | -$122K | 0.79% | 37 |
|
|
2019
Q4 | $924K | Buy |
+5,861
| New | +$924K | 0.86% | 37 |
|