BHPW
Beverly Hills Private Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Sell |
45,972
-79
| -0.2% | -$39.3K | 4.29% | 1 |
|
|
2025
Q1 | $17.3M | Buy |
46,051
+505
| +1% | +$190K | 3.42% | 2 |
|
|
2024
Q4 | $19.2M | Buy |
45,546
+284
| +0.6% | +$120K | 3.88% | 2 |
|
|
2024
Q3 | $19.5M | Sell |
45,262
-191
| -0.4% | -$82.2K | 3.94% | 2 |
|
|
2024
Q2 | $20.3M | Sell |
45,453
-559
| -1% | -$250K | 4.41% | 2 |
|
|
2024
Q1 | $19.4M | Buy |
46,012
+2,093
| +5% | +$881K | 4.47% | 2 |
|
|
2023
Q4 | $16.5M | Sell |
43,919
-281
| -0.6% | -$106K | 4.31% | 2 |
|
|
2023
Q3 | $14M | Sell |
44,200
-29,414
| -40% | -$9.29M | 4.15% | 2 |
|
|
2023
Q2 | $24.1M | Buy |
73,614
+30,536
| +71% | +$10M | 3.97% | 2 |
|
|
2023
Q1 | $12.4M | Buy |
43,078
+10,006
| +30% | +$2.88M | 3.85% | 2 |
|
|
2022
Q4 | $7.93M | Buy |
+33,072
| New | +$7.93M | 3.46% | 2 |
|