BIA
Bigelow Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
11,144
-232
| -2% | -$115K | 2.44% | 8 |
|
|
2025
Q1 | $4.27M | Buy |
11,376
+17
| +0.1% | +$6.38K | 2.03% | 9 |
|
|
2024
Q4 | $4.79M | Sell |
11,359
-84
| -0.7% | -$35.4K | 2.25% | 9 |
|
|
2024
Q3 | $4.92M | Sell |
11,443
-66
| -0.6% | -$28.4K | 2.2% | 9 |
|
|
2024
Q2 | $5.14M | Sell |
11,509
-142
| -1% | -$63.5K | 2.46% | 8 |
|
|
2024
Q1 | $4.9M | Buy |
11,651
+384
| +3% | +$162K | 2.41% | 8 |
|
|
2023
Q4 | $4.24M | Sell |
11,267
-543
| -5% | -$204K | 2.29% | 7 |
|
|
2023
Q3 | $3.73M | Buy |
11,810
+27
| +0.2% | +$8.53K | 2.14% | 7 |
|
|
2023
Q2 | $4.01M | Buy |
11,783
+111
| +1% | +$37.8K | 2.19% | 7 |
|
|
2023
Q1 | $3.37M | Sell |
11,672
-1,059
| -8% | -$305K | 1.94% | 7 |
|
|
2022
Q4 | $3.05M | Sell |
12,731
-1,117
| -8% | -$268K | 1.77% | 11 |
|
|
2022
Q3 | $3.23M | Buy |
13,848
+49
| +0.4% | +$11.4K | 1.92% | 9 |
|
|
2022
Q2 | $3.54M | Buy |
13,799
+550
| +4% | +$141K | 1.95% | 11 |
|
|
2022
Q1 | $4.09M | Sell |
13,249
-24
| -0.2% | -$7.4K | 1.91% | 12 |
|
|
2021
Q4 | $4.46M | Sell |
13,273
-455
| -3% | -$153K | 2.03% | 12 |
|
|
2021
Q3 | $3.87M | Sell |
13,728
-406
| -3% | -$114K | 1.91% | 12 |
|
|
2021
Q2 | $3.83M | Buy |
14,134
+35
| +0.2% | +$9.48K | 1.86% | 12 |
|
|
2021
Q1 | $3.32M | Sell |
14,099
-868
| -6% | -$205K | 1.68% | 13 |
|
|
2020
Q4 | $3.33M | Sell |
14,967
-275
| -2% | -$61.2K | 1.76% | 13 |
|
|
2020
Q3 | $3.21M | Sell |
15,242
-250
| -2% | -$52.6K | 1.9% | 10 |
|
|
2020
Q2 | $3.15M | Sell |
15,492
-2,089
| -12% | -$425K | 2.04% | 10 |
|
|
2020
Q1 | $2.77M | Sell |
17,581
-963
| -5% | -$152K | 2.08% | 10 |
|
|
2019
Q4 | $2.92M | Sell |
18,544
-638
| -3% | -$101K | 1.71% | 11 |
|
|
2019
Q3 | $2.67M | Sell |
19,182
-344
| -2% | -$47.8K | 1.69% | 11 |
|
|
2019
Q2 | $2.62M | Sell |
19,526
-1,562
| -7% | -$209K | 1.75% | 10 |
|
|
2019
Q1 | $2.49M | Sell |
21,088
-4,835
| -19% | -$570K | 1.72% | 9 |
|
|
2018
Q4 | $2.63M | Hold |
25,923
| – | – | 1.97% | 10 |
|
|
2018
Q3 | $2.97M | Sell |
25,923
-4,875
| -16% | -$558K | 1.99% | 9 |
|
|
2018
Q2 | $3.04M | Sell |
30,798
-475
| -2% | -$46.8K | 2.07% | 9 |
|
|
2018
Q1 | $2.85M | Buy |
31,273
+26,503
| +556% | +$2.42M | 1.94% | 9 |
|
|
2017
Q4 | $408K | Buy |
+4,770
| New | +$408K | 0.41% | 65 |
|