BFA
Benedict Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
36,525
-757
| -2% | -$377K | 4.12% | 2 |
|
|
2025
Q1 | $14M | Sell |
37,282
-1,199
| -3% | -$450K | 3.24% | 2 |
|
|
2024
Q4 | $16.2M | Sell |
38,481
-1,275
| -3% | -$537K | 3.94% | 2 |
|
|
2024
Q3 | $17.1M | Sell |
39,756
-1,887
| -5% | -$812K | 4.04% | 2 |
|
|
2024
Q2 | $18.6M | Sell |
41,643
-1,743
| -4% | -$779K | 4.72% | 2 |
|
|
2024
Q1 | $18.3M | Sell |
43,386
-1,270
| -3% | -$534K | 4.63% | 2 |
|
|
2023
Q4 | $16.8M | Sell |
44,656
-968
| -2% | -$364K | 4.58% | 2 |
|
|
2023
Q3 | $14.4M | Sell |
45,624
-1,237
| -3% | -$391K | 4.16% | 2 |
|
|
2023
Q2 | $16M | Sell |
46,861
-1,736
| -4% | -$591K | 4.39% | 2 |
|
|
2023
Q1 | $14M | Sell |
48,597
-1,074
| -2% | -$310K | 3.95% | 2 |
|
|
2022
Q4 | $11.9M | Sell |
49,671
-335
| -0.7% | -$80.3K | 3.54% | 2 |
|
|
2022
Q3 | $11.6M | Sell |
50,006
-975
| -2% | -$227K | 3.73% | 2 |
|
|
2022
Q2 | $13.1M | Sell |
50,981
-958
| -2% | -$246K | 3.87% | 2 |
|
|
2022
Q1 | $16M | Sell |
51,939
-1,697
| -3% | -$523K | 4.28% | 2 |
|
|
2021
Q4 | $18M | Sell |
53,636
-3,483
| -6% | -$1.17M | 4.7% | 2 |
|
|
2021
Q3 | $16.1M | Sell |
57,119
-2,553
| -4% | -$720K | 4.5% | 2 |
|
|
2021
Q2 | $16.2M | Sell |
59,672
-2,136
| -3% | -$579K | 4.49% | 2 |
|
|
2021
Q1 | $14.6M | Sell |
61,808
-1,615
| -3% | -$381K | 4.21% | 2 |
|
|
2020
Q4 | $14.1M | Sell |
63,423
-1,791
| -3% | -$398K | 5.08% | 2 |
|
|
2020
Q3 | $13.7M | Sell |
65,214
-5,075
| -7% | -$1.07M | 5.28% | 2 |
|
|
2020
Q2 | $14.3M | Sell |
70,289
-2,427
| -3% | -$494K | 5.9% | 1 |
|
|
2020
Q1 | $11.5M | Sell |
72,716
-2,971
| -4% | -$469K | 5.4% | 1 |
|
|
2019
Q4 | $11.9M | Sell |
75,687
-2,534
| -3% | -$400K | 4.65% | 1 |
|
|
2019
Q3 | $10.9M | Sell |
78,221
-4,289
| -5% | -$596K | 4.46% | 1 |
|
|
2019
Q2 | $11.1M | Sell |
82,510
-2,730
| -3% | -$366K | 4.61% | 1 |
|
|
2019
Q1 | $10.1M | Sell |
85,240
-3,094
| -4% | -$365K | 4.36% | 1 |
|
|
2018
Q4 | $8.97M | Sell |
88,334
-2,796
| -3% | -$284K | 4.43% | 1 |
|
|
2018
Q3 | $10.4M | Sell |
91,130
-4,487
| -5% | -$513K | 4.67% | 1 |
|
|
2018
Q2 | $9.43M | Sell |
95,617
-2,391
| -2% | -$236K | 4.66% | 1 |
|
|
2018
Q1 | $8.95M | Sell |
98,008
-5,657
| -5% | -$516K | 4.5% | 1 |
|
|
2017
Q4 | $8.87M | Sell |
103,665
-4,258
| -4% | -$364K | 4.27% | 1 |
|
|
2017
Q3 | $8.04M | Sell |
107,923
-3,654
| -3% | -$272K | 4.13% | 1 |
|
|
2017
Q2 | $8.23M | Sell |
111,577
-1,569
| -1% | -$116K | 4.28% | 1 |
|
|
2017
Q1 | $7.45M | Sell |
113,146
-2,613
| -2% | -$172K | 4.05% | 1 |
|
|
2016
Q4 | $7.19M | Sell |
115,759
-2,837
| -2% | -$176K | 4.16% | 1 |
|
|
2016
Q3 | $6.81M | Sell |
118,596
-977
| -0.8% | -$56.1K | 3.97% | 1 |
|
|
2016
Q2 | $6.12M | Sell |
119,573
-2,304
| -2% | -$118K | 3.58% | 2 |
|
|
2016
Q1 | $6.73M | Sell |
121,877
-1,831
| -1% | -$101K | 4.09% | 1 |
|
|
2015
Q4 | $6.86M | Sell |
123,708
-1,605
| -1% | -$89K | 4.35% | 1 |
|
|
2015
Q3 | $5.55M | Buy |
125,313
+585
| +0.5% | +$25.9K | 3.85% | 1 |
|
|
2015
Q2 | $5.75M | Sell |
124,728
-963
| -0.8% | -$44.4K | 3.74% | 1 |
|
|
2015
Q1 | $5.25M | Buy |
125,691
+907
| +0.7% | +$37.9K | 3.37% | 1 |
|
|
2014
Q4 | $5.29M | Buy |
+124,784
| New | +$5.29M | 3.46% | 1 |
|