BWM
Benchmark Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Hold |
953
| – | – | 0.21% | 45 |
|
|
2025
Q1 | $358K | Sell |
953
-46
| -5% | -$17.3K | 0.17% | 47 |
|
|
2024
Q4 | $421K | Sell |
999
-25
| -2% | -$10.5K | 0.21% | 36 |
|
|
2024
Q3 | $441K | Sell |
1,024
-100
| -9% | -$43K | 0.22% | 36 |
|
|
2024
Q2 | $502K | Hold |
1,124
| – | – | 0.27% | 35 |
|
|
2024
Q1 | $473K | Hold |
1,124
| – | – | 0.26% | 33 |
|
|
2023
Q4 | $423K | Sell |
1,124
-80
| -7% | -$30.1K | 0.25% | 34 |
|
|
2023
Q3 | $380K | Sell |
1,204
-30
| -2% | -$9.47K | 0.24% | 34 |
|
|
2023
Q2 | $420K | Sell |
1,234
-32
| -3% | -$10.9K | 0.25% | 34 |
|
|
2023
Q1 | $362K | Sell |
1,266
-161
| -11% | -$46.1K | 0.23% | 34 |
|
|
2022
Q4 | $342K | Sell |
1,427
-100
| -7% | -$24K | 0.25% | 38 |
|
|
2022
Q3 | $356K | Hold |
1,527
| – | – | 0.28% | 32 |
|
|
2022
Q2 | $392K | Buy |
1,527
+100
| +7% | +$25.7K | 0.29% | 30 |
|
|
2022
Q1 | $440K | Sell |
1,427
-64
| -4% | -$19.7K | 0.3% | 27 |
|
|
2021
Q4 | $501K | Sell |
1,491
-33
| -2% | -$11.1K | 0.32% | 26 |
|
|
2021
Q3 | $430K | Hold |
1,524
| – | – | 0.3% | 23 |
|
|
2021
Q2 | $413K | Hold |
1,524
| – | – | 0.28% | 22 |
|
|
2021
Q1 | $359K | Sell |
1,524
-120
| -7% | -$28.3K | 0.27% | 25 |
|
|
2020
Q4 | $366K | Sell |
1,644
-314
| -16% | -$69.9K | 0.28% | 25 |
|
|
2020
Q3 | $412K | Buy |
+1,958
| New | +$412K | 0.33% | 24 |
|