BKM Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
25,253
-1,632
| -6% | -$812K | 4.91% | 1 |
|
|
2025
Q1 | $10.1M | Buy |
26,885
+63
| +0.2% | +$23.7K | 4.16% | 3 |
|
|
2024
Q4 | $11.3M | Buy |
26,822
+2,172
| +9% | +$916K | 4.64% | 3 |
|
|
2024
Q3 | $10.6M | Buy |
24,650
+15,883
| +181% | +$6.83M | 4.31% | 2 |
|
|
2024
Q2 | $3.92M | Sell |
8,767
-15,591
| -64% | -$6.97M | 1.88% | 12 |
|
|
2024
Q1 | $10.2M | Sell |
24,358
-44
| -0.2% | -$18.5K | 4.41% | 2 |
|
|
2023
Q4 | $9.18M | Buy |
+24,402
| New | +$9.18M | 3.91% | 3 |
|