BWM
Brickley Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,069
+25
| +1% | +$12.4K | 0.2% | 25 |
|
|
2025
Q1 | $767K | Buy |
2,044
+149
| +8% | +$55.9K | 0.16% | 26 |
|
|
2024
Q4 | $799K | Sell |
1,895
-85
| -4% | -$35.8K | 0.16% | 27 |
|
|
2024
Q3 | $852K | Sell |
1,980
-113
| -5% | -$48.6K | 0.17% | 27 |
|
|
2024
Q2 | $935K | Sell |
2,093
-250
| -11% | -$112K | 0.2% | 25 |
|
|
2024
Q1 | $986K | Sell |
2,343
-387
| -14% | -$163K | 0.23% | 25 |
|
|
2023
Q4 | $1.03M | Sell |
2,730
-165
| -6% | -$62K | 0.25% | 24 |
|
|
2023
Q3 | $914K | Sell |
2,895
-33
| -1% | -$10.4K | 0.24% | 24 |
|
|
2023
Q2 | $997K | Buy |
2,928
+107
| +4% | +$36.4K | 0.25% | 26 |
|
|
2023
Q1 | $813K | Sell |
2,821
-80
| -3% | -$23.1K | 0.22% | 28 |
|
|
2022
Q4 | $696K | Sell |
2,901
-414
| -12% | -$99.3K | 0.21% | 28 |
|
|
2022
Q3 | $772K | Sell |
3,315
-1,382
| -29% | -$322K | 0.25% | 25 |
|
|
2022
Q2 | $1.21M | Buy |
4,697
+476
| +11% | +$122K | 0.37% | 21 |
|
|
2022
Q1 | $1.3M | Buy |
4,221
+1,081
| +34% | +$333K | 0.35% | 23 |
|
|
2021
Q4 | $1.06M | Buy |
3,140
+341
| +12% | +$115K | 0.23% | 27 |
|
|
2021
Q3 | $789K | Buy |
2,799
+75
| +3% | +$21.1K | 0.2% | 27 |
|
|
2021
Q2 | $738K | Buy |
2,724
+279
| +11% | +$75.6K | 0.19% | 27 |
|
|
2021
Q1 | $576K | Sell |
2,445
-102
| -4% | -$24K | 0.15% | 27 |
|
|
2020
Q4 | $567K | Buy |
2,547
+120
| +5% | +$26.7K | 0.16% | 27 |
|
|
2020
Q3 | $520K | Hold |
2,427
| – | – | 0.14% | 27 |
|
|
2020
Q2 | $494K | Buy |
2,427
+100
| +4% | +$20.4K | 0.17% | 26 |
|
|
2020
Q1 | $367K | Buy |
2,327
+60
| +3% | +$9.46K | 0.15% | 28 |
|
|
2019
Q4 | $358K | Buy |
2,267
+30
| +1% | +$4.74K | 0.13% | 34 |
|
|
2019
Q3 | $311K | Buy |
2,237
+102
| +5% | +$14.2K | 0.13% | 35 |
|
|
2019
Q2 | $286K | Buy |
2,135
+413
| +24% | +$55.3K | 0.12% | 33 |
|
|
2019
Q1 | $203K | Buy |
+1,722
| New | +$203K | 0.09% | 37 |
|
|
2018
Q4 | – | Sell |
-1,911
| Closed | -$219K | – | 41 |
|
|
2018
Q3 | $219K | Buy |
+1,911
| New | +$219K | 0.1% | 38 |
|
|
2018
Q2 | – | Sell |
-2,994
| Closed | -$273K | – | 29 |
|
|
2018
Q1 | $273K | Sell |
2,994
-76
| -2% | -$6.93K | 0.14% | 22 |
|
|
2017
Q4 | $263K | Buy |
+3,070
| New | +$263K | 0.14% | 21 |
|