Blue Bell Private Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $2.5M | Buy |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.81M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $279K | Buy |
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|
2016
Q2 | $243K | Hold |
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|
2016
Q1 | $262K | Buy |
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|
2015
Q4 | $204K | Sell |
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|
2015
Q3 | $171K | Sell |
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|
2015
Q2 | $180K | Sell |
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|
2015
Q1 | $177K | Sell |
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|
2014
Q4 | $232K | Sell |
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|
2014
Q3 | $240K | Sell |
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|
2014
Q2 | $235K | Hold |
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|
2014
Q1 | $231K | Sell |
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|
2013
Q4 | $218K | Buy |
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