BIA
Benchmark Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.64M | Sell |
15,032
-424
| -3% | -$159K | 3.66% | 3 |
|
|
2024
Q4 | $6.51M | Buy |
15,456
+2,135
| +16% | +$900K | 4.24% | 2 |
|
|
2024
Q3 | $5.73M | Buy |
13,321
+94
| +0.7% | +$40.4K | 4.08% | 2 |
|
|
2024
Q2 | $5.91M | Sell |
13,227
-528
| -4% | -$236K | 4.28% | 2 |
|
|
2024
Q1 | $5.79M | Buy |
13,755
+74
| +0.5% | +$31.1K | 4.57% | 3 |
|
|
2023
Q4 | $5.14M | Buy |
13,681
+128
| +0.9% | +$48.1K | 4.77% | 3 |
|
|
2023
Q3 | $4.28M | Sell |
13,553
-105
| -0.8% | -$33.2K | 4.32% | 3 |
|
|
2023
Q2 | $4.65M | Sell |
13,658
-521
| -4% | -$177K | 4.29% | 3 |
|
|
2023
Q1 | $4.09M | Sell |
14,179
-2,317
| -14% | -$668K | 4.2% | 3 |
|
|
2022
Q4 | $3.96M | Sell |
16,496
-133
| -0.8% | -$31.9K | 4.18% | 3 |
|
|
2022
Q3 | $3.87M | Sell |
16,629
-1,011
| -6% | -$235K | 4.17% | 3 |
|
|
2022
Q2 | $4.53M | Buy |
17,640
+1,453
| +9% | +$373K | 4.72% | 2 |
|
|
2022
Q1 | $4.99M | Buy |
16,187
+1,571
| +11% | +$484K | 3.75% | 3 |
|
|
2021
Q4 | $4.92M | Buy |
+14,616
| New | +$4.92M | 4.05% | 3 |
|