BIA
BMT Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.2M | Hold |
32,953
| – | – | 3.26% | 2 |
|
|
2019
Q4 | $5.2M | Buy |
32,953
+1,400
| +4% | +$221K | 2.39% | 3 |
|
|
2019
Q3 | $4.39M | Hold |
31,553
| – | – | 2.24% | 3 |
|
|
2019
Q2 | $4.23M | Hold |
31,553
| – | – | 2.22% | 3 |
|
|
2019
Q1 | $3.72M | Hold |
31,553
| – | – | 2.03% | 4 |
|
|
2018
Q4 | $3.21M | Buy |
31,553
+2,100
| +7% | +$213K | 2.03% | 5 |
|
|
2018
Q3 | $3.37M | Buy |
29,453
+500
| +2% | +$57.2K | 1.93% | 5 |
|
|
2018
Q2 | $2.86M | Buy |
28,953
+500
| +2% | +$49.3K | 1.82% | 6 |
|
|
2018
Q1 | $2.6M | Buy |
28,453
+1,500
| +6% | +$137K | 1.75% | 6 |
|
|
2017
Q4 | $2.31M | Buy |
26,953
+2,527
| +10% | +$216K | 1.67% | 7 |
|
|
2017
Q3 | $1.82M | Buy |
+24,426
| New | +$1.82M | 1.68% | 5 |
|