TWM
Tanglewood Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
1,506
-38
| -2% | -$18.9K | 0.07% | 24 |
|
|
2025
Q1 | $580K | Hold |
1,544
| – | – | 0.07% | 29 |
|
|
2024
Q4 | $651K | Buy |
1,544
+431
| +39% | +$182K | 0.08% | 28 |
|
|
2024
Q3 | $479K | Buy |
1,113
+4
| +0.4% | +$1.72K | 0.06% | 27 |
|
|
2024
Q2 | $496K | Hold |
1,109
| – | – | 0.06% | 24 |
|
|
2024
Q1 | $467K | Sell |
1,109
-81
| -7% | -$34.1K | 0.06% | 24 |
|
|
2023
Q4 | $447K | Buy |
+1,190
| New | +$447K | 0.05% | 26 |
|
|
2023
Q3 | – | Sell |
-910
| Closed | -$310K | – | 30 |
|
|
2023
Q2 | $310K | Sell |
910
-103
| -10% | -$35.1K | 0.04% | 26 |
|
|
2023
Q1 | $292K | Sell |
1,013
-4
| -0.4% | -$1.15K | 0.04% | 30 |
|
|
2022
Q4 | $244K | Hold |
1,017
| – | – | 0.04% | 31 |
|
|
2022
Q3 | $237K | Buy |
1,017
+1
| +0.1% | +$233 | 0.04% | 28 |
|
|
2022
Q2 | $261K | Hold |
1,016
| – | – | 0.04% | 28 |
|
|
2022
Q1 | $313K | Hold |
1,016
| – | – | 0.05% | 27 |
|
|
2021
Q4 | $342K | Buy |
1,016
+66
| +7% | +$22.2K | 0.06% | 21 |
|
|
2021
Q3 | $268K | Hold |
950
| – | – | 0.05% | 19 |
|
|
2021
Q2 | $257K | Hold |
950
| – | – | 0.05% | 19 |
|
|
2021
Q1 | $224K | Hold |
950
| – | – | 0.04% | 21 |
|
|
2020
Q4 | $211K | Buy |
+950
| New | +$211K | 0.04% | 18 |
|