BCPWM
Bradley & Co Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
23,439
-141
| -0.6% | -$70.1K | 7.14% | 4 |
|
|
2025
Q1 | $8.85M | Sell |
23,580
-1,211
| -5% | -$455K | 6.04% | 9 |
|
|
2024
Q4 | $10.4M | Buy |
+24,791
| New | +$10.4M | 6.52% | 9 |
|
|
2024
Q2 | $9.87M | Sell |
22,087
-635
| -3% | -$284K | 7.3% | 4 |
|
|
2024
Q1 | $9.56M | Sell |
22,722
-2,083
| -8% | -$876K | 7.73% | 3 |
|
|
2023
Q4 | $9.33M | Buy |
24,805
+589
| +2% | +$221K | 8.63% | 2 |
|
|
2023
Q3 | $7.65M | Sell |
24,216
-494
| -2% | -$156K | 7.98% | 4 |
|
|
2023
Q2 | $8.41M | Sell |
24,710
-1,098
| -4% | -$374K | 8.33% | 2 |
|
|
2023
Q1 | $7.44M | Sell |
25,808
-676
| -3% | -$195K | 8.15% | 2 |
|
|
2022
Q4 | $6.35M | Buy |
26,484
+613
| +2% | +$147K | 7.73% | 4 |
|
|
2022
Q3 | $6.03M | Buy |
25,871
+1,151
| +5% | +$268K | 7.18% | 3 |
|
|
2022
Q2 | $6.35M | Buy |
24,720
+323
| +1% | +$82.9K | 6.99% | 3 |
|
|
2022
Q1 | $7.52M | Sell |
24,397
-305
| -1% | -$94K | 6.46% | 4 |
|
|
2021
Q4 | $8.31M | Buy |
24,702
+154
| +0.6% | +$51.8K | 6.66% | 2 |
|
|
2021
Q3 | $6.92M | Sell |
24,548
-409
| -2% | -$115K | 5.97% | 4 |
|
|
2021
Q2 | $6.69M | Buy |
24,957
+162
| +0.7% | +$43.4K | 5.84% | 4 |
|
|
2021
Q1 | $5.85M | Buy |
+24,795
| New | +$5.85M | 5.4% | 6 |
|