Bridgewealth Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.53M | Buy |
19,153
+17,828
| +1,346% | +$8.87M | 2.42% | 12 |
|
|
2025
Q1 | $498K | Sell |
1,325
-17,886
| -93% | -$6.72M | 0.65% | 35 |
|
|
2024
Q4 | $7.89M | Buy |
19,211
+9,682
| +102% | +$3.97M | 2.23% | 16 |
|
|
2024
Q3 | $4.1M | Buy |
9,529
+6,598
| +225% | +$2.84M | 1.49% | 24 |
|
|
2024
Q2 | $1.31M | Buy |
2,931
+163
| +6% | +$72.8K | 0.58% | 32 |
|
|
2024
Q1 | $1.16M | Sell |
2,768
-218
| -7% | -$91.7K | 0.57% | 32 |
|
|
2023
Q4 | $1.12M | Buy |
2,986
+835
| +39% | +$314K | 0.86% | 28 |
|
|
2023
Q3 | $679K | Buy |
2,151
+112
| +5% | +$35.4K | 0.83% | 27 |
|
|
2023
Q2 | $695K | Hold |
2,039
| – | – | 1.13% | 18 |
|
|
2023
Q1 | $588K | Buy |
2,039
+1
| +0% | +$288 | 1.08% | 19 |
|
|
2022
Q4 | $489K | Buy |
+2,038
| New | +$489K | 0.96% | 24 |
|