BSWM
Boston Standard Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
1,535
+163
| +12% | +$81K | 0.14% | 26 |
|
|
2025
Q1 | $613K | Sell |
1,372
-134
| -9% | -$59.9K | 0.13% | 29 |
|
|
2024
Q4 | $635K | Sell |
1,506
-10
| -0.7% | -$4.22K | 0.12% | 27 |
|
|
2024
Q3 | $652K | Buy |
1,516
+144
| +10% | +$61.9K | 0.13% | 28 |
|
|
2024
Q2 | $613K | Sell |
1,372
-348
| -20% | -$155K | 0.13% | 29 |
|
|
2024
Q1 | $724K | Sell |
1,720
-176
| -9% | -$74.1K | 0.16% | 27 |
|
|
2023
Q4 | $599K | Hold |
1,896
| – | – | 0.16% | 29 |
|
|
2023
Q3 | $599K | Sell |
1,896
-133
| -7% | -$42K | 0.16% | 29 |
|
|
2023
Q2 | $691K | Buy |
2,029
+11
| +0.5% | +$3.75K | 0.18% | 28 |
|
|
2023
Q1 | $582K | Sell |
2,018
-25
| -1% | -$7.21K | 0.17% | 28 |
|
|
2022
Q4 | $490K | Sell |
2,043
-45
| -2% | -$10.8K | 0.15% | 30 |
|
|
2022
Q3 | $486K | Hold |
2,088
| – | – | 0.16% | 26 |
|
|
2022
Q2 | $542K | Buy |
2,088
+4
| +0.2% | +$1.04K | 0.17% | 26 |
|
|
2022
Q1 | $642K | Sell |
2,084
-64
| -3% | -$19.7K | 0.18% | 26 |
|
|
2021
Q4 | $722K | Sell |
2,148
-9
| -0.4% | -$3.03K | 0.2% | 26 |
|
|
2021
Q3 | $608K | Sell |
2,157
-9
| -0.4% | -$2.54K | 0.18% | 26 |
|
|
2021
Q2 | $587K | Buy |
2,166
+4
| +0.2% | +$1.08K | 0.18% | 25 |
|
|
2021
Q1 | $501K | Buy |
2,162
+5
| +0.2% | +$1.16K | 0.16% | 26 |
|
|
2020
Q4 | $480K | Sell |
2,157
-41
| -2% | -$9.12K | 0.18% | 26 |
|
|
2020
Q3 | $462K | Buy |
+2,198
| New | +$462K | 0.19% | 25 |
|