BCFD
Boit C.F. David’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Hold |
31,804
| – | – | 7.61% | 1 |
|
|
2025
Q1 | $11.9M | Hold |
31,804
| – | – | 5.99% | 2 |
|
|
2024
Q4 | $13.4M | Buy |
31,804
+100
| +0.3% | +$42.2K | 5.45% | 3 |
|
|
2024
Q3 | $13.2M | Hold |
31,704
| – | – | 6.55% | 2 |
|
|
2024
Q2 | $14.2M | Hold |
31,704
| – | – | 7.38% | 1 |
|
|
2024
Q1 | $12.5M | Sell |
31,704
-1,000
| -3% | -$395K | 6.84% | 2 |
|
|
2023
Q4 | $12.1M | Buy |
32,704
+1,500
| +5% | +$556K | 6.85% | 2 |
|
|
2023
Q3 | $10M | Hold |
31,204
| – | – | 6.87% | 3 |
|
|
2023
Q2 | $10.6M | Hold |
31,204
| – | – | 7.05% | 3 |
|
|
2023
Q1 | $9M | Hold |
31,204
| – | – | 6.15% | 3 |
|
|
2022
Q4 | $7.48M | Buy |
31,204
+44
| +0.1% | +$10.6K | 5.33% | 4 |
|
|
2022
Q3 | $7.26M | Buy |
+31,160
| New | +$7.26M | 5.9% | 3 |
|
|
2022
Q1 | $9.61M | Sell |
31,160
-1,100
| -3% | -$339K | 6.31% | 2 |
|
|
2021
Q4 | $10.9M | Hold |
32,260
| – | – | 6.89% | 1 |
|
|
2021
Q3 | $9.33M | Buy |
32,260
+3,250
| +11% | +$940K | 6.4% | 2 |
|
|
2021
Q2 | $7.86M | Buy |
+29,010
| New | +$7.86M | 5.98% | 2 |
|