TWA
Talisman Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
8,978
-38
| -0.4% | -$18.9K | 4.08% | 5 |
|
|
2025
Q1 | $3.38M | Buy |
9,016
+2,286
| +34% | +$858K | 3.48% | 5 |
|
|
2024
Q4 | $2.84M | Sell |
6,730
-27
| -0.4% | -$11.4K | 3.01% | 6 |
|
|
2024
Q3 | $2.89M | Sell |
6,757
-21
| -0.3% | -$9K | 3.05% | 7 |
|
|
2024
Q2 | $3.03M | Buy |
6,778
+45
| +0.7% | +$20.1K | 3.5% | 6 |
|
|
2024
Q1 | $2.83M | Sell |
6,733
-50
| -0.7% | -$21K | 3.56% | 5 |
|
|
2023
Q4 | $2.55M | Buy |
6,783
+887
| +15% | +$334K | 3.78% | 5 |
|
|
2023
Q3 | $1.86M | Sell |
5,896
-44
| -0.7% | -$13.9K | 3.22% | 6 |
|
|
2023
Q2 | $2.02M | Sell |
5,940
-98
| -2% | -$33.4K | 3.45% | 4 |
|
|
2023
Q1 | $1.74M | Buy |
6,038
+1,640
| +37% | +$473K | 3.15% | 5 |
|
|
2022
Q4 | $1.06M | Buy |
+4,398
| New | +$1.06M | 2.24% | 13 |
|