BWM
BT Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.45M | Sell |
9,535
-100
| -1% | -$25.7K | 0.69% | 16 |
|
|
2022
Q1 | $2.97M | Sell |
9,635
-4,106
| -30% | -$1.27M | 0.77% | 13 |
|
|
2021
Q4 | $4.62M | Buy |
13,741
+185
| +1% | +$62.2K | 1.25% | 11 |
|
|
2021
Q3 | $3.82M | Buy |
13,556
+4,083
| +43% | +$1.15M | 1.19% | 11 |
|
|
2021
Q2 | $2.57M | Sell |
9,473
-4,186
| -31% | -$1.13M | 0.78% | 16 |
|
|
2021
Q1 | $3.22M | Sell |
13,659
-1,150
| -8% | -$271K | 1.07% | 14 |
|
|
2020
Q4 | $3.29M | Sell |
14,809
-141
| -0.9% | -$31.4K | 1.22% | 11 |
|
|
2020
Q3 | $3.14M | Buy |
14,950
+72
| +0.5% | +$15.1K | 1.37% | 12 |
|
|
2020
Q2 | $3.03M | Sell |
14,878
-1,658
| -10% | -$337K | 1.53% | 9 |
|
|
2020
Q1 | $2.61M | Buy |
16,536
+2,508
| +18% | +$396K | 1.49% | 10 |
|
|
2019
Q4 | $2.21M | Buy |
14,028
+684
| +5% | +$108K | 1.13% | 14 |
|
|
2019
Q3 | $1.86M | Hold |
13,344
| – | – | 1.04% | 15 |
|
|
2019
Q2 | $1.81M | Buy |
13,344
+600
| +5% | +$81.2K | 1.04% | 15 |
|
|
2019
Q1 | $1.5M | Sell |
12,744
-8,003
| -39% | -$944K | 0.89% | 19 |
|
|
2018
Q4 | $2.22M | Buy |
+20,747
| New | +$2.22M | 0.96% | 14 |
|