Bordeaux Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
59,497
+1,633
| +3% | +$812K | 3.79% | 5 |
|
|
2025
Q1 | $21.7M | Sell |
57,864
-1,239
| -2% | -$465K | 4.02% | 5 |
|
|
2024
Q4 | $24.9M | Buy |
59,103
+675
| +1% | +$285K | 4% | 5 |
|
|
2024
Q3 | $25.1M | Buy |
58,428
+3,016
| +5% | +$1.3M | 4.55% | 5 |
|
|
2024
Q2 | $24.8M | Buy |
55,412
+22,901
| +70% | +$10.2M | 4.72% | 5 |
|
|
2024
Q1 | $13.7M | Buy |
32,511
+7,816
| +32% | +$3.29M | 4.52% | 7 |
|
|
2023
Q4 | $9.29M | Buy |
24,695
+2,307
| +10% | +$868K | 3.14% | 9 |
|
|
2023
Q3 | $7.07M | Buy |
22,388
+670
| +3% | +$212K | 2.86% | 10 |
|
|
2023
Q2 | $7.4M | Buy |
21,718
+4,391
| +25% | +$1.5M | 3.03% | 10 |
|
|
2023
Q1 | $5M | Buy |
17,327
+616
| +4% | +$178K | 2.58% | 11 |
|
|
2022
Q4 | $4.01M | Sell |
16,711
-3,399
| -17% | -$815K | 2.2% | 12 |
|
|
2022
Q3 | $4.68M | Buy |
20,110
+1,257
| +7% | +$293K | 2.94% | 10 |
|
|
2022
Q2 | $4.84M | Sell |
18,853
-575
| -3% | -$148K | 3.34% | 9 |
|
|
2022
Q1 | $5.99M | Buy |
19,428
+1,018
| +6% | +$314K | 3.23% | 10 |
|
|
2021
Q4 | $6.19M | Buy |
18,410
+1,445
| +9% | +$486K | 2.84% | 10 |
|
|
2021
Q3 | $4.78M | Sell |
16,965
-3,558
| -17% | -$1M | 2.71% | 11 |
|
|
2021
Q2 | $5.56M | Buy |
20,523
+552
| +3% | +$150K | 3.2% | 10 |
|
|
2021
Q1 | $4.71M | Sell |
19,971
-556
| -3% | -$131K | 3.27% | 9 |
|
|
2020
Q4 | $4.57M | Buy |
+20,527
| New | +$4.57M | 3.43% | 7 |
|