BSWA
Bromfield Sneider Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $423K | Buy |
1,005
+651
| +184% | +$274K | 0.26% | 34 |
|
|
2023
Q4 | $133K | Hold |
354
| – | – | 0.09% | 49 |
|
|
2023
Q3 | $112K | Sell |
354
-90
| -20% | -$28.4K | 0.08% | 49 |
|
|
2023
Q2 | $151K | Hold |
444
| – | – | 0.12% | 44 |
|
|
2023
Q1 | $128K | Hold |
444
| – | – | 0.11% | 43 |
|
|
2022
Q4 | $106K | Hold |
444
| – | – | 0.1% | 42 |
|
|
2022
Q3 | $103K | Hold |
444
| – | – | 0.12% | 41 |
|
|
2022
Q2 | $114K | Sell |
444
-658
| -60% | -$169K | 0.14% | 38 |
|
|
2022
Q1 | $340K | Buy |
+1,102
| New | +$340K | 0.36% | 17 |
|