BAWM
Bennett Associates Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
1,749
-303
| -15% | -$151K | 0.67% | 22 |
|
|
2025
Q1 | $770K | Sell |
2,052
-286
| -12% | -$107K | 0.63% | 21 |
|
|
2024
Q4 | $985K | Buy |
2,338
+753
| +48% | +$317K | 0.82% | 21 |
|
|
2024
Q3 | $682K | Sell |
1,585
-46
| -3% | -$19.8K | 0.56% | 24 |
|
|
2024
Q2 | $729K | Sell |
1,631
-618
| -27% | -$276K | 0.66% | 22 |
|
|
2024
Q1 | $946K | Buy |
2,249
+914
| +68% | +$385K | 0.85% | 20 |
|
|
2023
Q4 | $502K | Buy |
+1,335
| New | +$502K | 0.49% | 23 |
|