BWA
Boulder Wealth Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.03M | Buy |
2,739
+34
| +1% | +$12.8K | 0.6% | 13 |
|
2024
Q4 | $1.14M | Buy |
2,705
+136
| +5% | +$57.3K | 0.59% | 15 |
|
2024
Q3 | $1.11M | Buy |
2,569
+25
| +1% | +$10.8K | 0.6% | 14 |
|
2024
Q2 | $1.14M | Hold |
2,544
| – | – | 0.66% | 13 |
|
2024
Q1 | $1.07M | Buy |
+2,544
| New | +$1.07M | 0.66% | 13 |
|
2022
Q4 | $230K | Buy |
+960
| New | +$230K | 0.21% | 18 |
|