BWA
BlueChip Wealth Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.46M | Buy |
4,937
+97
| +2% | +$48.2K | 1.09% | 24 |
|
2025
Q1 | $1.82M | Buy |
4,840
+83
| +2% | +$31.2K | 0.89% | 30 |
|
2024
Q4 | $2.01M | Sell |
4,757
-212
| -4% | -$89.4K | 1.11% | 22 |
|
2024
Q3 | $2.14M | Buy |
4,969
+334
| +7% | +$144K | 1.12% | 22 |
|
2024
Q2 | $2.07M | Buy |
4,635
+659
| +17% | +$295K | 1.22% | 23 |
|
2024
Q1 | $1.67M | Sell |
3,976
-501
| -11% | -$211K | 1.08% | 24 |
|
2023
Q4 | $1.68M | Buy |
+4,477
| New | +$1.68M | 1.18% | 20 |
|