Bell & Brown Wealth 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 | $8.05M | Sell |
16,191
-642
| -4% | -$319K | 2.88% | 9 |
|
|
2025
Q1 | $6.32M | Buy |
16,833
+75
| +0.4% | +$28.2K | 2.46% | 13 |
|
|
2024
Q4 | $7.06M | Buy |
16,758
+300
| +2% | +$126K | 2.63% | 10 |
|
|
2024
Q3 | $7.08M | Sell |
16,458
-149
| -0.9% | -$64.1K | 2.77% | 11 |
|
|
2024
Q2 | $7.42M | Buy |
16,607
+1,121
| +7% | +$501K | 2.84% | 9 |
|
|
2024
Q1 | $6.52M | Sell |
15,486
-1,543
| -9% | -$649K | 2.79% | 12 |
|
|
2023
Q4 | $6.4M | Buy |
+17,029
| New | +$6.4M | 2.97% | 9 |
|
|
2023
Q2 | $5.91M | Buy |
17,366
+1,136
| +7% | +$387K | 2.96% | 8 |
|
|
2023
Q1 | $4.68M | Sell |
16,230
-1,323
| -8% | -$381K | 2.49% | 10 |
|
|
2022
Q4 | $4.21M | Buy |
17,553
+1,475
| +9% | +$354K | 2.32% | 15 |
|
|
2022
Q3 | $3.75M | Sell |
16,078
-1,270
| -7% | -$296K | 2.31% | 14 |
|
|
2022
Q2 | $4.46M | Buy |
17,348
+642
| +4% | +$165K | 2.38% | 13 |
|
|
2022
Q1 | $5.15M | Buy |
16,706
+308
| +2% | +$95K | 2.33% | 13 |
|
|
2021
Q4 | $5.06M | Buy |
16,398
+373
| +2% | +$115K | 2.44% | 13 |
|
|
2021
Q3 | $4.52M | Buy |
+16,025
| New | +$4.52M | 2.44% | 15 |
|
|
2020
Q3 | $3.6M | Buy |
16,804
+383
| +2% | +$82.1K | 2.61% | 14 |
|
|
2020
Q2 | $3.49M | Sell |
16,421
-720
| -4% | -$153K | 2.73% | 10 |
|
|
2020
Q1 | $3.17M | Sell |
17,141
-341
| -2% | -$63.1K | 2.94% | 8 |
|
|
2019
Q4 | $2.86M | Sell |
17,482
-1,751
| -9% | -$286K | 2.13% | 14 |
|
|
2019
Q3 | $2.64M | Sell |
19,233
-84
| -0.4% | -$11.5K | 2.17% | 11 |
|
|
2019
Q2 | $2.59M | Buy |
19,317
+169
| +0.9% | +$22.6K | 2.28% | 10 |
|
|
2019
Q1 | $2.26M | Sell |
19,148
-383
| -2% | -$45.2K | 2.06% | 15 |
|
|
2018
Q4 | $1.98M | Sell |
19,531
-221
| -1% | -$22.5K | 2.12% | 12 |
|
|
2018
Q3 | $2.11M | Buy |
19,752
+13
| +0.1% | +$1.39K | 1.96% | 14 |
|
|
2018
Q2 | $1.95M | Buy |
19,739
+1,341
| +7% | +$132K | 1.92% | 14 |
|
|
2018
Q1 | $1.72M | Sell |
18,398
-3,208
| -15% | -$300K | 1.81% | 13 |
|
|
2017
Q4 | $1.85M | Buy |
+21,606
| New | +$1.85M | 1.91% | 12 |
|