BWA
Blodgett Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
25,854
-962
| -4% | -$479K | 10.08% | 3 |
|
|
2025
Q1 | $10.1M | Sell |
26,816
-1,067
| -4% | -$401K | 8.58% | 4 |
|
|
2024
Q4 | $11.8M | Buy |
27,883
+27
| +0.1% | +$11.4K | 9.22% | 4 |
|
|
2024
Q3 | $12M | Sell |
27,856
-1,520
| -5% | -$654K | 10.08% | 4 |
|
|
2024
Q2 | $13.1M | Sell |
29,376
-23
| -0.1% | -$10.3K | 11.12% | 4 |
|
|
2024
Q1 | $12.4M | Buy |
29,399
+663
| +2% | +$279K | 11.16% | 2 |
|
|
2023
Q4 | $10.8M | Sell |
28,736
-9
| -0% | -$3.38K | 11.03% | 3 |
|
|
2023
Q3 | $9.08M | Buy |
28,745
+97
| +0.3% | +$30.6K | 9.96% | 3 |
|
|
2023
Q2 | $9.76M | Buy |
28,648
+511
| +2% | +$174K | 10.1% | 3 |
|
|
2023
Q1 | $8.11M | Sell |
28,137
-300
| -1% | -$86.5K | 9.38% | 3 |
|
|
2022
Q4 | $6.82M | Buy |
28,437
+66
| +0.2% | +$15.8K | 8.29% | 3 |
|
|
2022
Q3 | $6.61M | Sell |
28,371
-324
| -1% | -$75.5K | 7.92% | 3 |
|
|
2022
Q2 | $7.37M | Buy |
28,695
+274
| +1% | +$70.4K | 8.08% | 3 |
|
|
2022
Q1 | $8.76M | Buy |
28,421
+238
| +0.8% | +$73.4K | 7.29% | 3 |
|
|
2021
Q4 | $9.48M | Buy |
+28,183
| New | +$9.48M | 7.35% | 3 |
|