TWM
Tanager Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
23,766
-812
| -3% | -$404K | 1.39% | 20 |
|
|
2025
Q1 | $9.23M | Buy |
24,578
+1,392
| +6% | +$523K | 1.2% | 20 |
|
|
2024
Q4 | $9.77M | Buy |
23,186
+492
| +2% | +$207K | 1.27% | 19 |
|
|
2024
Q3 | $9.77M | Buy |
22,694
+491
| +2% | +$211K | 1.31% | 21 |
|
|
2024
Q2 | $9.92M | Buy |
22,203
+16,051
| +261% | +$7.17M | 1.48% | 19 |
|
|
2024
Q1 | $2.59M | Buy |
6,152
+56
| +0.9% | +$23.6K | 0.42% | 30 |
|
|
2023
Q4 | $2.29M | Buy |
6,096
+101
| +2% | +$38K | 0.42% | 30 |
|
|
2023
Q3 | $1.89M | Buy |
5,995
+676
| +13% | +$213K | 0.39% | 28 |
|
|
2023
Q2 | $1.81M | Sell |
5,319
-74
| -1% | -$25.2K | 0.39% | 35 |
|
|
2023
Q1 | $1.55M | Sell |
5,393
-2,083
| -28% | -$600K | 0.37% | 34 |
|
|
2022
Q4 | $1.79M | Buy |
7,476
+6,096
| +442% | +$1.46M | 0.48% | 31 |
|
|
2022
Q3 | $321K | Hold |
1,380
| – | – | 0.25% | 31 |
|
|
2022
Q2 | $354K | Sell |
1,380
-717
| -34% | -$184K | 0.29% | 28 |
|
|
2022
Q1 | $647K | Sell |
2,097
-971
| -32% | -$300K | 0.49% | 24 |
|
|
2021
Q4 | $1.03M | Buy |
+3,068
| New | +$1.03M | 0.78% | 20 |
|