TLA
Tanglewood Legacy Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Hold |
3,403
| – | – | 0.69% | 26 |
|
|
2025
Q1 | $1.28M | Sell |
3,403
-29
| -0.8% | -$10.9K | 0.56% | 29 |
|
|
2024
Q4 | $1.45M | Sell |
3,432
-49
| -1% | -$20.7K | 0.62% | 29 |
|
|
2024
Q3 | $1.5M | Buy |
3,481
+375
| +12% | +$161K | 0.67% | 25 |
|
|
2024
Q2 | $1.39M | Buy |
3,106
+244
| +9% | +$109K | 0.66% | 26 |
|
|
2024
Q1 | $1.2M | Buy |
2,862
+189
| +7% | +$79.5K | 0.59% | 28 |
|
|
2023
Q4 | $1.01M | Buy |
2,673
+1
| +0% | +$376 | 0.55% | 29 |
|
|
2023
Q3 | $844K | Buy |
2,672
+1
| +0% | +$316 | 0.51% | 33 |
|
|
2023
Q2 | $910K | Sell |
2,671
-14
| -0.5% | -$4.77K | 0.53% | 32 |
|
|
2023
Q1 | $774K | Buy |
2,685
+1
| +0% | +$288 | 0.49% | 32 |
|
|
2022
Q4 | $644K | Buy |
+2,684
| New | +$644K | 0.46% | 31 |
|