Bell 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 | $2.26M | Buy |
4,539
+324
| +8% | +$161K | 0.39% | 34 |
|
|
2025
Q1 | $1.58M | Sell |
4,215
-21
| -0.5% | -$7.88K | 0.29% | 36 |
|
|
2024
Q4 | $1.79M | Sell |
4,236
-150
| -3% | -$63.2K | 0.33% | 36 |
|
|
2024
Q3 | $1.89M | Buy |
4,386
+12
| +0.3% | +$5.16K | 0.35% | 36 |
|
|
2024
Q2 | $1.95M | Buy |
4,374
+7
| +0.2% | +$3.13K | 0.38% | 35 |
|
|
2024
Q1 | $1.84M | Buy |
4,367
+82
| +2% | +$34.5K | 0.36% | 36 |
|
|
2023
Q4 | $1.61M | Buy |
4,285
+249
| +6% | +$93.6K | 0.33% | 39 |
|
|
2023
Q3 | $1.27M | Buy |
4,036
+1,005
| +33% | +$317K | 0.29% | 40 |
|
|
2023
Q2 | $1.03M | Buy |
3,031
+270
| +10% | +$91.9K | 0.23% | 44 |
|
|
2023
Q1 | $796K | Sell |
2,761
-19
| -0.7% | -$5.48K | 0.19% | 46 |
|
|
2022
Q4 | $667K | Buy |
2,780
+551
| +25% | +$132K | 0.17% | 47 |
|
|
2022
Q3 | $519K | Buy |
2,229
+213
| +11% | +$49.6K | 0.16% | 46 |
|
|
2022
Q2 | $518K | Buy |
+2,016
| New | +$518K | 0.16% | 46 |
|
|
2021
Q4 | $796K | Buy |
2,368
+22
| +0.9% | +$7.4K | 0.22% | 42 |
|
|
2021
Q3 | $661K | Buy |
+2,346
| New | +$661K | 0.2% | 45 |
|