BWA
BlueSky Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
1,638
-755
| -32% | -$375K | 0.12% | 46 |
|
|
2025
Q1 | $898K | Hold |
2,393
| – | – | 0.14% | 44 |
|
|
2024
Q4 | $1.01M | Buy |
2,393
+61
| +3% | +$25.7K | 0.16% | 42 |
|
|
2024
Q3 | $1M | Sell |
2,332
-11
| -0.5% | -$4.73K | 0.16% | 42 |
|
|
2024
Q2 | $1.05M | Buy |
+2,343
| New | +$1.05M | 0.18% | 41 |
|
|
2024
Q1 | – | Sell |
-2,103
| Closed | -$791K | – | 43 |
|
|
2023
Q4 | $791K | Sell |
2,103
-343
| -14% | -$129K | 0.15% | 41 |
|
|
2023
Q3 | $772K | Buy |
2,446
+190
| +8% | +$60K | 0.16% | 41 |
|
|
2023
Q2 | $768K | Sell |
2,256
-161
| -7% | -$54.8K | 0.15% | 42 |
|
|
2023
Q1 | $697K | Sell |
2,417
-58
| -2% | -$16.7K | 0.14% | 42 |
|
|
2022
Q4 | $594K | Buy |
2,475
+117
| +5% | +$28.1K | 0.13% | 41 |
|
|
2022
Q3 | $549K | Buy |
2,358
+668
| +40% | +$156K | 0.13% | 41 |
|
|
2022
Q2 | $434K | Sell |
1,690
-70
| -4% | -$18K | 0.1% | 48 |
|
|
2022
Q1 | $543K | Buy |
1,760
+249
| +16% | +$76.8K | 0.11% | 46 |
|
|
2021
Q4 | $508K | Hold |
1,511
| – | – | 0.09% | 47 |
|
|
2021
Q3 | $426K | Buy |
1,511
+75
| +5% | +$21.1K | 0.08% | 44 |
|
|
2021
Q2 | $399K | Buy |
1,436
+605
| +73% | +$168K | 0.08% | 48 |
|
|
2021
Q1 | $213K | Buy |
+831
| New | +$213K | 0.05% | 57 |
|
|
2020
Q3 | – | Sell |
-1,019
| Closed | -$207K | – | 53 |
|
|
2020
Q2 | $207K | Buy |
+1,019
| New | +$207K | 0.06% | 50 |
|