BBA
Braun-Bostich & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
6,486
-66
| -1% | -$32.8K | 2.2% | 14 |
|
|
2025
Q1 | $2.46M | Sell |
6,552
-460
| -7% | -$173K | 1.82% | 14 |
|
|
2024
Q4 | $2.96M | Sell |
7,012
-27
| -0.4% | -$11.4K | 2.13% | 14 |
|
|
2024
Q3 | $3.03M | Buy |
7,039
+40
| +0.6% | +$17.2K | 2.11% | 14 |
|
|
2024
Q2 | $3.13M | Sell |
6,999
-2,032
| -23% | -$908K | 2.33% | 12 |
|
|
2024
Q1 | $3.8M | Sell |
9,031
-860
| -9% | -$362K | 3.18% | 4 |
|
|
2023
Q4 | $3.72M | Buy |
9,891
+3,402
| +52% | +$1.28M | 3.36% | 8 |
|
|
2023
Q3 | $2.05M | Buy |
6,489
+2,971
| +84% | +$938K | 3.82% | 8 |
|
|
2023
Q2 | $1.2M | Buy |
3,518
+65
| +2% | +$22.1K | 2.57% | 10 |
|
|
2023
Q1 | $996K | Buy |
3,453
+188
| +6% | +$54.2K | 2.36% | 13 |
|
|
2022
Q4 | $783K | Buy |
3,265
+230
| +8% | +$55.2K | 2.26% | 17 |
|
|
2022
Q3 | $707K | Sell |
3,035
-1,514
| -33% | -$353K | 2.16% | 19 |
|
|
2022
Q2 | $1.17M | Buy |
4,549
+545
| +14% | +$140K | 3.03% | 5 |
|
|
2022
Q1 | $1.23M | Sell |
4,004
-26,143
| -87% | -$8.06M | 2.65% | 14 |
|
|
2021
Q4 | $9.26M | Buy |
30,147
+26,513
| +730% | +$8.14M | 2.21% | 12 |
|
|
2021
Q3 | $1.02M | Hold |
3,634
| – | – | 1.93% | 19 |
|
|
2021
Q2 | $984K | Sell |
3,634
-77
| -2% | -$20.9K | 1.79% | 18 |
|
|
2021
Q1 | $875K | Sell |
3,711
-76
| -2% | -$17.9K | 1.68% | 18 |
|
|
2020
Q4 | $842K | Sell |
3,787
-5,094
| -57% | -$1.13M | 1.69% | 21 |
|
|
2020
Q3 | $1.87M | Buy |
8,881
+485
| +6% | +$102K | 1.86% | 13 |
|
|
2020
Q2 | $1.71M | Buy |
8,396
+44
| +0.5% | +$8.96K | 1.67% | 9 |
|
|
2020
Q1 | $1.27M | Hold |
8,352
| – | – | 1.62% | 12 |
|
|
2019
Q4 | $1.34M | Sell |
8,352
-2,436
| -23% | -$391K | 1.32% | 15 |
|
|
2019
Q3 | $1.5M | Sell |
10,788
-657
| -6% | -$91.4K | 1.74% | 11 |
|
|
2019
Q2 | $1.53M | Sell |
11,445
-2,026
| -15% | -$271K | 1.6% | 11 |
|
|
2019
Q1 | $1.59M | Sell |
13,471
-4,563
| -25% | -$538K | 1.65% | 9 |
|
|
2018
Q4 | $1.83M | Buy |
18,034
+4,550
| +34% | +$462K | 1.94% | 8 |
|
|
2018
Q3 | $1.54M | Sell |
13,484
-74
| -0.5% | -$8.46K | 1.49% | 15 |
|
|
2018
Q2 | $1.34M | Sell |
13,558
-1,338
| -9% | -$132K | 1.34% | 18 |
|
|
2018
Q1 | $1.36M | Sell |
14,896
-1,967
| -12% | -$180K | 1.18% | 24 |
|
|
2017
Q4 | $1.44M | Buy |
+16,863
| New | +$1.44M | 1.22% | 25 |
|