BFO
Biltmore Family Office’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
32,206
-3,061
| -9% | -$1.52M | 2.71% | 5 |
|
|
2025
Q1 | $13.2M | Buy |
35,267
+2,240
| +7% | +$841K | 2.26% | 6 |
|
|
2024
Q4 | $13.9M | Sell |
33,027
-379
| -1% | -$160K | 2.34% | 5 |
|
|
2024
Q3 | $14.4M | Buy |
33,406
+1,025
| +3% | +$441K | 2.46% | 5 |
|
|
2024
Q2 | $14.5M | Buy |
32,381
+2,824
| +10% | +$1.26M | 2.66% | 4 |
|
|
2024
Q1 | $12.4M | Sell |
29,557
-412
| -1% | -$173K | 2.45% | 5 |
|
|
2023
Q4 | $11.3M | Sell |
29,969
-525
| -2% | -$197K | 2.32% | 4 |
|
|
2023
Q3 | $9.63M | Buy |
30,494
+4,840
| +19% | +$1.53M | 2.18% | 5 |
|
|
2023
Q2 | $8.74M | Sell |
25,654
-6,422
| -20% | -$2.19M | 1.85% | 6 |
|
|
2023
Q1 | $9.25M | Sell |
32,076
-8,710
| -21% | -$2.51M | 1.95% | 5 |
|
|
2022
Q4 | $9.78M | Buy |
40,786
+4,209
| +12% | +$1.01M | 2.01% | 5 |
|
|
2022
Q3 | $8.52M | Buy |
36,577
+1,546
| +4% | +$360K | 1.95% | 6 |
|
|
2022
Q2 | $9M | Buy |
35,031
+120
| +0.3% | +$30.8K | 2.25% | 6 |
|
|
2022
Q1 | $10.8M | Sell |
34,911
-4,757
| -12% | -$1.47M | 2.3% | 5 |
|
|
2021
Q4 | $13.3M | Buy |
39,668
+8,326
| +27% | +$2.8M | 2.54% | 6 |
|
|
2021
Q3 | $8.84M | Buy |
31,342
+5,997
| +24% | +$1.69M | 2.13% | 6 |
|
|
2021
Q2 | $6.87M | Buy |
25,345
+151
| +0.6% | +$40.9K | 1.95% | 7 |
|
|
2021
Q1 | $5.94M | Sell |
25,194
-2,752
| -10% | -$649K | 1.85% | 7 |
|
|
2020
Q4 | $6.22M | Sell |
27,946
-66
| -0.2% | -$14.7K | 1.87% | 7 |
|
|
2020
Q3 | $5.89M | Sell |
28,012
-1,299
| -4% | -$273K | 3.29% | 4 |
|
|
2020
Q2 | $5.97M | Buy |
29,311
+25
| +0.1% | +$5.09K | 3.59% | 4 |
|
|
2020
Q1 | $4.62M | Sell |
29,286
-54,320
| -65% | -$8.57M | 3.04% | 6 |
|
|
2019
Q4 | $13.2M | Buy |
83,606
+1,791
| +2% | +$282K | 5.3% | 1 |
|
|
2019
Q3 | $11.4M | Buy |
81,815
+29,101
| +55% | +$4.05M | 4.91% | 1 |
|
|
2019
Q2 | $7.06M | Sell |
52,714
-315
| -0.6% | -$42.2K | 3.82% | 2 |
|
|
2019
Q1 | $6.25M | Buy |
53,029
+820
| +2% | +$96.7K | 3.18% | 3 |
|
|
2018
Q4 | $5.3M | Buy |
52,209
+1,442
| +3% | +$146K | 2.99% | 4 |
|
|
2018
Q3 | $5.81M | Buy |
50,767
+215
| +0.4% | +$24.6K | 2.76% | 6 |
|
|
2018
Q2 | $4.99M | Sell |
50,552
-2,100
| -4% | -$207K | 2.48% | 7 |
|
|
2018
Q1 | $4.81M | Buy |
52,652
+2,000
| +4% | +$183K | 2.14% | 11 |
|
|
2017
Q4 | $4.33M | Buy |
+50,652
| New | +$4.33M | 1.96% | 10 |
|