BWP
BSW Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Sell |
15,854
-1,938
| -11% | -$964K | 1.08% | 18 |
|
|
2025
Q1 | $6.68M | Sell |
17,792
-2,541
| -12% | -$954K | 1.01% | 17 |
|
|
2024
Q4 | $8.57M | Buy |
20,333
+2,110
| +12% | +$889K | 1.26% | 15 |
|
|
2024
Q3 | $7.84M | Buy |
18,223
+832
| +5% | +$358K | 1.18% | 15 |
|
|
2024
Q2 | $7.77M | Buy |
17,391
+365
| +2% | +$163K | 1.28% | 16 |
|
|
2024
Q1 | $7.16M | Buy |
17,026
+146
| +0.9% | +$61.4K | 1.21% | 16 |
|
|
2023
Q4 | $6.35M | Sell |
16,880
-1,226
| -7% | -$461K | 1.26% | 15 |
|
|
2023
Q3 | $5.72M | Sell |
18,106
-4,682
| -21% | -$1.48M | 1.27% | 15 |
|
|
2023
Q2 | $7.76M | Sell |
22,788
-6,444
| -22% | -$2.19M | 1.62% | 11 |
|
|
2023
Q1 | $8.43M | Buy |
29,232
+156
| +0.5% | +$45K | 1.73% | 11 |
|
|
2022
Q4 | $6.97M | Buy |
29,076
+2,137
| +8% | +$512K | 1.5% | 12 |
|
|
2022
Q3 | $6.27M | Buy |
26,939
+18,704
| +227% | +$4.36M | 1.54% | 12 |
|
|
2022
Q2 | $2.12M | Buy |
8,235
+15
| +0.2% | +$3.85K | 0.51% | 30 |
|
|
2022
Q1 | $2.53M | Sell |
8,220
-7,476
| -48% | -$2.3M | 0.64% | 24 |
|
|
2021
Q4 | $5.28M | Buy |
15,696
+880
| +6% | +$296K | 1.33% | 12 |
|
|
2021
Q3 | $4.18M | Buy |
14,816
+399
| +3% | +$112K | 1.17% | 14 |
|
|
2021
Q2 | $3.91M | Buy |
14,417
+1,516
| +12% | +$411K | 1.07% | 16 |
|
|
2021
Q1 | $3.04M | Buy |
12,901
+558
| +5% | +$132K | 0.88% | 21 |
|
|
2020
Q4 | $2.75M | Buy |
12,343
+1,213
| +11% | +$270K | 0.84% | 22 |
|
|
2020
Q3 | $2.34M | Buy |
11,130
+202
| +2% | +$42.5K | 0.88% | 20 |
|
|
2020
Q2 | $2.22M | Buy |
10,928
+1,255
| +13% | +$255K | 0.75% | 27 |
|
|
2020
Q1 | $1.53M | Buy |
9,673
+421
| +5% | +$66.4K | 0.63% | 28 |
|
|
2019
Q4 | $1.46M | Buy |
9,252
+618
| +7% | +$97.5K | 0.5% | 27 |
|
|
2019
Q3 | $1.2M | Buy |
8,634
+1,131
| +15% | +$157K | 0.46% | 26 |
|
|
2019
Q2 | $1.01M | Buy |
7,503
+3,430
| +84% | +$459K | 0.38% | 32 |
|
|
2019
Q1 | $480K | Sell |
4,073
-149
| -4% | -$17.6K | 0.19% | 50 |
|
|
2018
Q4 | $429K | Buy |
4,222
+45
| +1% | +$4.57K | 0.16% | 53 |
|
|
2018
Q3 | $478K | Buy |
4,177
+115
| +3% | +$13.2K | 0.18% | 48 |
|
|
2018
Q2 | $401K | Buy |
4,062
+19
| +0.5% | +$1.88K | 0.17% | 50 |
|
|
2018
Q1 | $369K | Sell |
4,043
-158
| -4% | -$14.4K | 0.17% | 52 |
|
|
2017
Q4 | $359K | Buy |
4,201
+217
| +5% | +$18.5K | 0.15% | 56 |
|
|
2017
Q3 | $297K | Buy |
3,984
+57
| +1% | +$4.25K | 0.13% | 61 |
|
|
2017
Q2 | $271K | Sell |
3,927
-38
| -1% | -$2.62K | 0.12% | 64 |
|
|
2017
Q1 | $261K | Buy |
3,965
+600
| +18% | +$39.5K | 0.13% | 62 |
|
|
2016
Q4 | $209K | Buy |
+3,365
| New | +$209K | 0.11% | 70 |
|