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BWM Planning’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2,092
+107
+5% +$53.2K 0.36% 40
2025
Q1
$745K Buy
1,985
+16
+0.8% +$6.01K 0.32% 46
2024
Q4
$830K Sell
1,969
-95
-5% -$40K 0.36% 45
2024
Q3
$888K Buy
+2,064
New +$888K 0.39% 46