BWS
Buck Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
34,448
+3,380
| +11% | +$1.68M | 2.61% | 5 |
|
|
2025
Q1 | $11.7M | Buy |
31,068
+4,466
| +17% | +$1.68M | 2.12% | 9 |
|
|
2024
Q4 | $11.2M | Buy |
26,602
+7,514
| +39% | +$3.17M | 2.33% | 11 |
|
|
2024
Q3 | $8.21M | Sell |
19,088
-2,074
| -10% | -$893K | 2.59% | 10 |
|
|
2024
Q2 | $9.46M | Buy |
21,162
+10,158
| +92% | +$4.54M | 2.79% | 9 |
|
|
2024
Q1 | $4.63M | Sell |
11,004
-7,669
| -41% | -$3.23M | 1.59% | 24 |
|
|
2023
Q4 | $7.02M | Buy |
18,673
+342
| +2% | +$129K | 2.6% | 21 |
|
|
2023
Q3 | $5.79M | Buy |
18,331
+357
| +2% | +$113K | 2.33% | 15 |
|
|
2023
Q2 | $6.12M | Sell |
17,974
-2,178
| -11% | -$742K | 2.65% | 6 |
|
|
2023
Q1 | $5.81M | Buy |
+20,152
| New | +$5.81M | 2.83% | 4 |
|
|
2022
Q3 | $5.29M | Buy |
+16,742
| New | +$5.29M | 2.47% | 16 |
|