BWM
BlackDiamond Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
11,541
+82
| +0.7% | +$40.3K | 3.28% | 3 |
|
|
2025
Q1 | $5.03M | Sell |
11,459
-716
| -6% | -$314K | 3.4% | 4 |
|
|
2024
Q4 | $5.13M | Buy |
12,175
+343
| +3% | +$145K | 2.97% | 4 |
|
|
2024
Q3 | $5.01M | Buy |
11,832
+983
| +9% | +$416K | 3.02% | 3 |
|
|
2024
Q2 | $4.37M | Buy |
10,849
+1,297
| +14% | +$522K | 2.87% | 4 |
|
|
2024
Q1 | $4.02M | Buy |
9,552
+352
| +4% | +$148K | 2.86% | 4 |
|
|
2023
Q4 | $3.73M | Buy |
9,200
+301
| +3% | +$122K | 2.74% | 4 |
|
|
2023
Q3 | $3M | Buy |
8,899
+202
| +2% | +$68.1K | 2.71% | 5 |
|
|
2023
Q2 | $3.05M | Buy |
8,697
+471
| +6% | +$165K | 2.58% | 7 |
|
|
2023
Q1 | $2.27M | Buy |
8,226
+43
| +0.5% | +$11.8K | 2.32% | 10 |
|
|
2022
Q4 | $1.87M | Buy |
8,183
+432
| +6% | +$98.9K | 2.12% | 11 |
|
|
2022
Q3 | $1.94M | Buy |
7,751
+650
| +9% | +$163K | 2.34% | 8 |
|
|
2022
Q2 | $1.86M | Buy |
7,101
+171
| +2% | +$44.8K | 2.32% | 10 |
|
|
2022
Q1 | $2.14M | Buy |
6,930
+122
| +2% | +$37.6K | 2.55% | 5 |
|
|
2021
Q4 | $2.29M | Buy |
+6,808
| New | +$2.29M | 2.63% | 6 |
|