BFG
Berger Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
40,561
-549
| -1% | -$273K | 1.3% | 15 |
|
|
2025
Q1 | $15.4M | Sell |
41,110
-16,432
| -29% | -$6.17M | 1.07% | 17 |
|
|
2024
Q4 | $24.3M | Sell |
57,542
-1,169
| -2% | -$493K | 1.67% | 9 |
|
|
2024
Q3 | $25.3M | Buy |
58,711
+6,008
| +11% | +$2.59M | 1.82% | 9 |
|
|
2024
Q2 | $23.6M | Buy |
52,703
+758
| +1% | +$339K | 1.88% | 8 |
|
|
2024
Q1 | $21.9M | Buy |
51,945
+13,610
| +36% | +$5.73M | 1.8% | 12 |
|
|
2023
Q4 | $14.4M | Buy |
38,335
+359
| +0.9% | +$135K | 1.49% | 14 |
|
|
2023
Q3 | $12M | Sell |
37,976
-68
| -0.2% | -$21.5K | 1.38% | 15 |
|
|
2023
Q2 | $13M | Buy |
38,044
+222
| +0.6% | +$75.6K | 1.47% | 14 |
|
|
2023
Q1 | $10.9M | Sell |
37,822
-235
| -0.6% | -$67.8K | 1.31% | 15 |
|
|
2022
Q4 | $9.13M | Sell |
38,057
-2,644
| -6% | -$634K | 1.2% | 18 |
|
|
2022
Q3 | $9.48M | Buy |
40,701
+1,541
| +4% | +$359K | 1.39% | 17 |
|
|
2022
Q2 | $10.1M | Buy |
39,160
+721
| +2% | +$185K | 1.47% | 16 |
|
|
2022
Q1 | $11.9M | Buy |
38,439
+1,369
| +4% | +$422K | 1.51% | 16 |
|
|
2021
Q4 | $12.5M | Buy |
37,070
+12,760
| +52% | +$4.29M | 1.65% | 13 |
|
|
2021
Q3 | $6.85M | Buy |
24,310
+1,309
| +6% | +$369K | 1.24% | 20 |
|
|
2021
Q2 | $6.23M | Buy |
23,001
+70
| +0.3% | +$19K | 1.13% | 19 |
|
|
2021
Q1 | $5.41M | Buy |
22,931
+360
| +2% | +$84.9K | 1.18% | 19 |
|
|
2020
Q4 | $5.02M | Buy |
+22,571
| New | +$5.02M | 0.88% | 25 |
|