BFA
BMS Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.49M | Sell |
4,378
-1,108
| -20% | -$377K | 0.97% | 24 |
|
|
2023
Q1 | $1.58M | Buy |
5,486
+563
| +11% | +$162K | 1.09% | 18 |
|
|
2022
Q4 | $1.18M | Sell |
4,923
-192
| -4% | -$46K | 0.78% | 19 |
|
|
2022
Q3 | $1.19M | Sell |
5,115
-100
| -2% | -$23.3K | 0.83% | 16 |
|
|
2022
Q2 | $1.34M | Buy |
5,215
+122
| +2% | +$31.3K | 0.88% | 19 |
|
|
2022
Q1 | $1.57M | Buy |
5,093
+1,326
| +35% | +$409K | 1% | 16 |
|
|
2021
Q4 | $1.27M | Buy |
+3,767
| New | +$1.27M | 0.81% | 19 |
|