BHK Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
2,889
-73
| -2% | -$36.3K | 0.56% | 24 |
|
|
2025
Q1 | $1.11M | Buy |
2,962
+45
| +2% | +$16.9K | 0.47% | 25 |
|
|
2024
Q4 | $1.23M | Sell |
2,917
-95
| -3% | -$40K | 0.46% | 26 |
|
|
2024
Q3 | $1.3M | Sell |
3,012
-351
| -10% | -$151K | 0.48% | 24 |
|
|
2024
Q2 | $1.5M | Buy |
3,363
+332
| +11% | +$148K | 0.59% | 21 |
|
|
2024
Q1 | $1.28M | Buy |
3,031
+1,327
| +78% | +$558K | 0.49% | 25 |
|
|
2023
Q4 | $641K | Sell |
1,704
-1,152
| -40% | -$433K | 0.37% | 25 |
|
|
2023
Q3 | $902K | Sell |
2,856
-75
| -3% | -$23.7K | 0.41% | 23 |
|
|
2023
Q2 | $998K | Sell |
2,931
-115
| -4% | -$39.2K | 0.43% | 27 |
|
|
2023
Q1 | $878K | Buy |
3,046
+1,043
| +52% | +$301K | 0.38% | 29 |
|
|
2022
Q4 | $480K | Sell |
2,003
-272
| -12% | -$65.2K | 0.27% | 31 |
|
|
2022
Q3 | $530K | Buy |
2,275
+135
| +6% | +$31.5K | 0.27% | 29 |
|
|
2022
Q2 | $549K | Buy |
2,140
+181
| +9% | +$46.4K | 0.25% | 33 |
|
|
2022
Q1 | $604K | Buy |
1,959
+25
| +1% | +$7.71K | 0.25% | 29 |
|
|
2021
Q4 | $650K | Buy |
1,934
+115
| +6% | +$38.7K | 0.26% | 29 |
|
|
2021
Q3 | $513K | Sell |
1,819
-20
| -1% | -$5.64K | 0.21% | 30 |
|
|
2021
Q2 | $498K | Buy |
1,839
+209
| +13% | +$56.6K | 0.2% | 32 |
|
|
2021
Q1 | $363K | Hold |
1,630
| – | – | 0.17% | 46 |
|
|
2020
Q4 | $363K | Buy |
1,630
+348
| +27% | +$77.5K | 0.17% | 44 |
|
|
2020
Q3 | $270K | Buy |
1,282
+107
| +9% | +$22.5K | 0.15% | 51 |
|
|
2020
Q2 | $239K | Buy |
+1,175
| New | +$239K | 0.14% | 53 |
|
|
2020
Q1 | – | Sell |
-1,855
| Closed | -$293K | – | 59 |
|
|
2019
Q4 | $293K | Sell |
1,855
-297
| -14% | -$46.9K | 0.17% | 47 |
|
|
2019
Q3 | $299K | Sell |
2,152
-1,000
| -32% | -$139K | 0.17% | 62 |
|
|
2019
Q2 | $422K | Buy |
3,152
+455
| +17% | +$60.9K | 0.24% | 56 |
|
|
2019
Q1 | $318K | Buy |
+2,697
| New | +$318K | 0.19% | 69 |
|