BWP
Bernardo Wealth Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
3,919
+367
| +10% | +$183K | 0.42% | 32 |
|
|
2025
Q1 | $1.33M | Sell |
3,552
-75
| -2% | -$28.1K | 0.32% | 37 |
|
|
2024
Q4 | $1.52M | Buy |
3,627
+164
| +5% | +$68.7K | 0.36% | 37 |
|
|
2024
Q3 | $1.44M | Buy |
3,463
+731
| +27% | +$305K | 0.35% | 36 |
|
|
2024
Q2 | $1.22M | Sell |
2,732
-142
| -5% | -$63.5K | 0.33% | 38 |
|
|
2024
Q1 | $1.21M | Buy |
2,874
+359
| +14% | +$151K | 0.34% | 39 |
|
|
2023
Q4 | $946K | Sell |
2,515
-34
| -1% | -$12.8K | 0.3% | 43 |
|
|
2023
Q3 | $805K | Buy |
2,549
+28
| +1% | +$8.84K | 0.32% | 39 |
|
|
2023
Q2 | $859K | Sell |
2,521
-95
| -4% | -$32.4K | 0.34% | 37 |
|
|
2023
Q1 | $754K | Buy |
2,616
+17
| +0.7% | +$4.9K | 0.32% | 40 |
|
|
2022
Q4 | $623K | Sell |
2,599
-365
| -12% | -$87.5K | 0.29% | 47 |
|
|
2022
Q3 | $717K | Buy |
2,964
+236
| +9% | +$57.1K | 0.41% | 38 |
|
|
2022
Q2 | $700K | Buy |
2,728
+145
| +6% | +$37.2K | 0.4% | 38 |
|
|
2022
Q1 | $796K | Buy |
2,583
+302
| +13% | +$93.1K | 0.4% | 37 |
|
|
2021
Q4 | $767K | Buy |
2,281
+140
| +7% | +$47.1K | 0.37% | 37 |
|
|
2021
Q3 | $603K | Buy |
2,141
+54
| +3% | +$15.2K | 0.35% | 44 |
|
|
2021
Q2 | $565K | Buy |
2,087
+317
| +18% | +$85.8K | 0.34% | 45 |
|
|
2021
Q1 | $417K | Sell |
1,770
-22,123
| -93% | -$5.21M | 0.27% | 47 |
|
|
2020
Q4 | $5.31M | Buy |
23,893
+66
| +0.3% | +$14.7K | 2.05% | 11 |
|
|
2020
Q3 | $5.01M | Buy |
23,827
+1,785
| +8% | +$375K | 2.25% | 11 |
|
|
2020
Q2 | $4.49M | Buy |
22,042
+317
| +1% | +$64.5K | 2.41% | 11 |
|
|
2020
Q1 | $3.43M | Buy |
21,725
+1,509
| +7% | +$238K | 2.38% | 9 |
|
|
2019
Q4 | $3.19M | Buy |
20,216
+573
| +3% | +$90.4K | 1.93% | 12 |
|
|
2019
Q3 | $2.73M | Sell |
19,643
-71
| -0.4% | -$9.87K | 1.98% | 11 |
|
|
2019
Q2 | $2.64M | Buy |
19,714
+479
| +2% | +$64.2K | 2.07% | 10 |
|
|
2019
Q1 | $2.27M | Buy |
19,235
+1,853
| +11% | +$219K | 1.8% | 11 |
|
|
2018
Q4 | $1.77M | Buy |
+17,382
| New | +$1.77M | 1.56% | 13 |
|