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Bellwether Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Sell |
12,199
-23,624
| -66% | -$11.8M | 1.04% | 22 |
|
|
2025
Q1 | $13.4M | Sell |
35,823
-11,529
| -24% | -$4.33M | 2.81% | 8 |
|
|
2024
Q4 | $20M | Buy |
47,352
+5,979
| +14% | +$2.52M | 3.57% | 6 |
|
|
2024
Q3 | $17.8M | Buy |
41,373
+8,826
| +27% | +$3.8M | 3.42% | 7 |
|
|
2024
Q2 | $14.5M | Buy |
32,547
+20,455
| +169% | +$9.14M | 3.05% | 7 |
|
|
2024
Q1 | $5.09M | Sell |
12,092
-1,847
| -13% | -$777K | 1.12% | 22 |
|
|
2023
Q4 | $5.24M | Sell |
13,939
-9,835
| -41% | -$3.7M | 1.29% | 19 |
|
|
2023
Q3 | $7.51M | Buy |
23,774
+19,386
| +442% | +$6.12M | 2.04% | 9 |
|
|
2023
Q2 | $1.49M | Buy |
4,388
+929
| +27% | +$316K | 0.44% | 41 |
|
|
2023
Q1 | $997K | Sell |
3,459
-96
| -3% | -$27.7K | 0.27% | 67 |
|
|
2022
Q4 | $853K | Buy |
3,555
+840
| +31% | +$201K | 0.25% | 70 |
|
|
2022
Q3 | $632K | Buy |
2,715
+374
| +16% | +$87.1K | 0.21% | 64 |
|
|
2022
Q2 | $601K | Sell |
2,341
-241
| -9% | -$61.9K | 0.19% | 73 |
|
|
2022
Q1 | $796K | Sell |
2,582
-451
| -15% | -$139K | 0.24% | 74 |
|
|
2021
Q4 | $1.02M | Buy |
3,033
+835
| +38% | +$281K | 0.32% | 60 |
|
|
2021
Q3 | $619K | Buy |
2,198
+529
| +32% | +$149K | 0.21% | 80 |
|
|
2021
Q2 | $452K | Buy |
1,669
+274
| +20% | +$74.2K | 0.16% | 98 |
|
|
2021
Q1 | $328K | Buy |
1,395
+45
| +3% | +$10.6K | 0.13% | 92 |
|
|
2020
Q4 | $300K | Buy |
+1,350
| New | +$300K | 0.13% | 94 |
|