BFWA
Benchmark Financial Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Sell |
10,450
-479
| -4% | -$238K | 1.72% | 15 |
|
|
2025
Q1 | $4.1M | Sell |
10,929
-845
| -7% | -$317K | 1.55% | 17 |
|
|
2024
Q4 | $4.96M | Buy |
11,774
+170
| +1% | +$71.7K | 1.59% | 15 |
|
|
2024
Q3 | $4.99M | Buy |
11,604
+874
| +8% | +$376K | 1.66% | 15 |
|
|
2024
Q2 | $4.8M | Sell |
10,730
-16
| -0.1% | -$7.15K | 1.78% | 15 |
|
|
2024
Q1 | $4.52M | Buy |
10,746
+226
| +2% | +$95.1K | 1.73% | 15 |
|
|
2023
Q4 | $3.96M | Buy |
10,520
+87
| +0.8% | +$32.7K | 1.7% | 16 |
|
|
2023
Q3 | $3.29M | Buy |
10,433
+75
| +0.7% | +$23.7K | 1.55% | 17 |
|
|
2023
Q2 | $3.53M | Sell |
10,358
-125
| -1% | -$42.6K | 1.64% | 16 |
|
|
2023
Q1 | $3.02M | Sell |
10,483
-135
| -1% | -$38.9K | 1.55% | 16 |
|
|
2022
Q4 | $2.55M | Buy |
10,618
+330
| +3% | +$79.1K | 1.39% | 17 |
|
|
2022
Q3 | $2.4M | Buy |
10,288
+539
| +6% | +$126K | 1.41% | 18 |
|
|
2022
Q2 | $2.5M | Sell |
9,749
-259
| -3% | -$66.5K | 1.28% | 21 |
|
|
2022
Q1 | $3.09M | Buy |
10,008
+67
| +0.7% | +$20.7K | 1.31% | 21 |
|
|
2021
Q4 | $3.34M | Buy |
9,941
+285
| +3% | +$95.8K | 1.4% | 20 |
|
|
2021
Q3 | $2.72M | Buy |
9,656
+73
| +0.8% | +$20.6K | 1.29% | 19 |
|
|
2021
Q2 | $2.6M | Buy |
9,583
+296
| +3% | +$80.2K | 1.24% | 20 |
|
|
2021
Q1 | $2.19M | Sell |
9,287
-1,382
| -13% | -$326K | 1.19% | 20 |
|
|
2020
Q4 | $2.37M | Buy |
10,669
+198
| +2% | +$44K | 1.31% | 19 |
|
|
2020
Q3 | $2.2M | Buy |
10,471
+805
| +8% | +$169K | 1.42% | 17 |
|
|
2020
Q2 | $1.97M | Buy |
9,666
+2,585
| +37% | +$526K | 1.45% | 18 |
|
|
2020
Q1 | $1.12M | Buy |
7,081
+352
| +5% | +$55.5K | 1.12% | 16 |
|
|
2019
Q4 | $1.06M | Buy |
6,729
+7
| +0.1% | +$1.1K | 0.88% | 16 |
|
|
2019
Q3 | $934K | Sell |
6,722
-99
| -1% | -$13.8K | 0.92% | 15 |
|
|
2019
Q2 | $914K | Buy |
6,821
+34
| +0.5% | +$4.56K | 0.89% | 14 |
|
|
2019
Q1 | $800K | Buy |
6,787
+565
| +9% | +$66.6K | 0.84% | 15 |
|
|
2018
Q4 | $632K | Buy |
+6,222
| New | +$632K | 0.78% | 15 |
|