BMD
Better Money Decisions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
3,498
+21
| +0.6% | +$10.4K | 1.06% | 19 |
|
|
2025
Q1 | $1.31M | Buy |
3,477
+718
| +26% | +$270K | 0.87% | 22 |
|
|
2024
Q4 | $1.16M | Buy |
2,759
+284
| +11% | +$120K | 0.81% | 26 |
|
|
2024
Q3 | $1.07M | Sell |
2,475
-22
| -0.9% | -$9.47K | 0.76% | 28 |
|
|
2024
Q2 | $1.12M | Sell |
2,497
-50
| -2% | -$22.3K | 0.84% | 25 |
|
|
2024
Q1 | $1.07M | Buy |
2,547
+101
| +4% | +$42.5K | 0.85% | 24 |
|
|
2023
Q4 | $920K | Buy |
2,446
+110
| +5% | +$41.4K | 0.76% | 26 |
|
|
2023
Q3 | $738K | Sell |
2,336
-116
| -5% | -$36.6K | 0.65% | 29 |
|
|
2023
Q2 | $835K | Sell |
2,452
-247
| -9% | -$84.1K | 0.68% | 28 |
|
|
2023
Q1 | $778K | Hold |
2,699
| – | – | 0.66% | 30 |
|
|
2022
Q4 | $647K | Buy |
2,699
+114
| +4% | +$27.3K | 0.56% | 35 |
|
|
2022
Q3 | $602K | Buy |
2,585
+96
| +4% | +$22.4K | 0.59% | 33 |
|
|
2022
Q2 | $639K | Buy |
2,489
+528
| +27% | +$136K | 0.54% | 32 |
|
|
2022
Q1 | $605K | Sell |
1,961
-55
| -3% | -$17K | 0.57% | 32 |
|
|
2021
Q4 | $678K | Sell |
2,016
-603
| -23% | -$203K | 0.57% | 32 |
|
|
2021
Q3 | $738K | Buy |
2,619
+598
| +30% | +$169K | 0.61% | 30 |
|
|
2021
Q2 | $547K | Buy |
2,021
+123
| +6% | +$33.3K | 0.49% | 34 |
|
|
2021
Q1 | $447K | Buy |
+1,898
| New | +$447K | 0.46% | 30 |
|