BWM
Birchcreek Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
6,945
-239
| -3% | -$119K | 1.96% | 12 |
|
|
2025
Q1 | $2.7M | Sell |
7,184
-61
| -0.8% | -$22.9K | 1.7% | 12 |
|
|
2024
Q4 | $3.05M | Sell |
7,245
-702
| -9% | -$296K | 1.92% | 11 |
|
|
2024
Q3 | $3.42M | Sell |
7,947
-56
| -0.7% | -$24.1K | 2.24% | 10 |
|
|
2024
Q2 | $3.58M | Sell |
8,003
-142
| -2% | -$63.5K | 2.01% | 11 |
|
|
2024
Q1 | $3.43M | Buy |
8,145
+210
| +3% | +$88.4K | 1.8% | 12 |
|
|
2023
Q4 | $2.98M | Buy |
7,935
+224
| +3% | +$84.2K | 1.78% | 13 |
|
|
2023
Q3 | $2.43M | Sell |
7,711
-11
| -0.1% | -$3.47K | 1.65% | 15 |
|
|
2023
Q2 | $2.63M | Sell |
7,722
-195
| -2% | -$66.4K | 1.84% | 14 |
|
|
2023
Q1 | $2.28M | Buy |
7,917
+1,536
| +24% | +$443K | 1.81% | 15 |
|
|
2022
Q4 | $1.53M | Buy |
6,381
+27
| +0.4% | +$6.48K | 1.36% | 20 |
|
|
2022
Q3 | $1.48M | Hold |
6,354
| – | – | 1.37% | 17 |
|
|
2022
Q2 | $1.63M | Buy |
6,354
+289
| +5% | +$74.2K | 1.46% | 17 |
|
|
2022
Q1 | $1.87M | Sell |
6,065
-700
| -10% | -$216K | 1.66% | 18 |
|
|
2021
Q4 | $2.28M | Buy |
6,765
+200
| +3% | +$67.3K | 1.98% | 16 |
|
|
2021
Q3 | $1.85M | Sell |
6,565
-34
| -0.5% | -$9.59K | 1.73% | 17 |
|
|
2021
Q2 | $1.79M | Buy |
6,599
+67
| +1% | +$18.2K | 1.72% | 18 |
|
|
2021
Q1 | $1.54M | Buy |
6,532
+26
| +0.4% | +$6.13K | 1.63% | 18 |
|
|
2020
Q4 | $1.45M | Buy |
+6,506
| New | +$1.45M | 1.42% | 16 |
|