TWA
Tandem Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
2,958
+270
| +10% | +$134K | 0.73% | 15 |
|
|
2025
Q1 | $1.01M | Sell |
2,688
-524
| -16% | -$197K | 0.53% | 18 |
|
|
2024
Q4 | $1.35M | Buy |
3,212
+261
| +9% | +$110K | 0.69% | 17 |
|
|
2024
Q3 | $1.27M | Buy |
2,951
+222
| +8% | +$95.5K | 0.64% | 16 |
|
|
2024
Q2 | $1.22M | Sell |
2,729
-14
| -0.5% | -$6.26K | 0.65% | 16 |
|
|
2024
Q1 | $1.15M | Buy |
2,743
+12
| +0.4% | +$5.05K | 0.63% | 16 |
|
|
2023
Q4 | $1.03M | Buy |
2,731
+483
| +21% | +$182K | 0.59% | 16 |
|
|
2023
Q3 | $710K | Sell |
2,248
-32
| -1% | -$10.1K | 0.43% | 18 |
|
|
2023
Q2 | $776K | Sell |
2,280
-329
| -13% | -$112K | 0.47% | 17 |
|
|
2023
Q1 | $752K | Sell |
2,609
-12
| -0.5% | -$3.46K | 0.47% | 17 |
|
|
2022
Q4 | $629K | Buy |
+2,621
| New | +$629K | 0.4% | 23 |
|