TFO
Tarbox Family Office’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
9,121
+12
| +0.1% | +$5.97K | 0.68% | 20 |
|
|
2025
Q1 | $3.42M | Sell |
9,109
-38
| -0.4% | -$14.3K | 0.57% | 21 |
|
|
2024
Q4 | $3.86M | Sell |
9,147
-36
| -0.4% | -$15.2K | 0.64% | 20 |
|
|
2024
Q3 | $3.95M | Buy |
9,183
+395
| +4% | +$170K | 0.65% | 20 |
|
|
2024
Q2 | $3.93M | Hold |
8,788
| – | – | 0.69% | 19 |
|
|
2024
Q1 | $3.7M | Buy |
8,788
+526
| +6% | +$221K | 0.65% | 19 |
|
|
2023
Q4 | $3.11M | Sell |
8,262
-640
| -7% | -$241K | 0.6% | 20 |
|
|
2023
Q3 | $2.81M | Buy |
8,902
+87
| +1% | +$27.5K | 0.58% | 22 |
|
|
2023
Q2 | $3M | Sell |
8,815
-176
| -2% | -$59.9K | 0.58% | 20 |
|
|
2023
Q1 | $2.59M | Sell |
8,991
-8
| -0.1% | -$2.31K | 0.52% | 22 |
|
|
2022
Q4 | $2.16M | Buy |
8,999
+536
| +6% | +$129K | 0.47% | 25 |
|
|
2022
Q3 | $2.17M | Sell |
8,463
-640
| -7% | -$164K | 0.52% | 21 |
|
|
2022
Q2 | $2.34M | Buy |
9,103
+533
| +6% | +$137K | 0.53% | 20 |
|
|
2022
Q1 | $2.64M | Sell |
8,570
-1,611
| -16% | -$497K | 0.54% | 21 |
|
|
2021
Q4 | $3.42M | Buy |
10,181
+26
| +0.3% | +$8.74K | 0.59% | 17 |
|
|
2021
Q3 | $2.86M | Sell |
10,155
-473
| -4% | -$133K | 0.52% | 20 |
|
|
2021
Q2 | $2.88M | Buy |
10,628
+1,059
| +11% | +$287K | 0.51% | 20 |
|
|
2021
Q1 | $2.26M | Buy |
9,569
+390
| +4% | +$91.9K | 0.44% | 23 |
|
|
2020
Q4 | $2.04M | Buy |
9,179
+55
| +0.6% | +$12.2K | 0.43% | 23 |
|
|
2020
Q3 | $1.92M | Sell |
9,124
-524
| -5% | -$110K | 0.47% | 23 |
|
|
2020
Q2 | $1.96M | Buy |
9,648
+623
| +7% | +$127K | 0.51% | 22 |
|
|
2020
Q1 | $1.42M | Buy |
9,025
+418
| +5% | +$65.9K | 0.46% | 24 |
|
|
2019
Q4 | $1.36M | Buy |
8,607
+757
| +10% | +$119K | 0.37% | 23 |
|
|
2019
Q3 | $1.09M | Hold |
7,850
| – | – | 0.33% | 23 |
|
|
2019
Q2 | $1.05M | Sell |
7,850
-201
| -2% | -$26.9K | 0.33% | 26 |
|
|
2019
Q1 | $950K | Buy |
8,051
+28
| +0.3% | +$3.3K | 0.35% | 25 |
|
|
2018
Q4 | $815K | Sell |
8,023
-128
| -2% | -$13K | 0.34% | 24 |
|
|
2018
Q3 | $932K | Buy |
8,151
+642
| +9% | +$73.4K | 0.34% | 24 |
|
|
2018
Q2 | $740K | Sell |
7,509
-29
| -0.4% | -$2.86K | 0.29% | 26 |
|
|
2018
Q1 | $688K | Buy |
7,538
+217
| +3% | +$19.8K | 0.27% | 29 |
|
|
2017
Q4 | $626K | Buy |
7,321
+749
| +11% | +$64K | 0.25% | 34 |
|
|
2017
Q3 | $490K | Buy |
6,572
+1,491
| +29% | +$111K | 0.21% | 36 |
|
|
2017
Q2 | $350K | Hold |
5,081
| – | – | 0.17% | 41 |
|
|
2017
Q1 | $335K | Buy |
5,081
+2,322
| +84% | +$153K | 0.17% | 38 |
|
|
2016
Q4 | $171K | Buy |
2,759
+6
| +0.2% | +$372 | 0.1% | 58 |
|
|
2016
Q3 | $159K | Sell |
2,753
-880
| -24% | -$50.8K | 0.1% | 60 |
|
|
2016
Q2 | $186K | Sell |
3,633
-18
| -0.5% | -$922 | 0.13% | 52 |
|
|
2016
Q1 | $202K | Sell |
3,651
-1,660
| -31% | -$91.8K | 0.15% | 53 |
|
|
2015
Q4 | $295K | Sell |
5,311
-719
| -12% | -$39.9K | 0.24% | 35 |
|
|
2015
Q3 | $267K | Buy |
6,030
+2,498
| +71% | +$111K | 0.24% | 37 |
|
|
2015
Q2 | $156K | Sell |
3,532
-530
| -13% | -$23.4K | 0.14% | 54 |
|
|
2015
Q1 | $165K | Sell |
4,062
-53
| -1% | -$2.15K | 0.15% | 54 |
|
|
2014
Q4 | $191K | Buy |
4,115
+38
| +0.9% | +$1.76K | 0.18% | 52 |
|
|
2014
Q3 | $189K | Buy |
4,077
+211
| +5% | +$9.78K | 0.17% | 54 |
|
|
2014
Q2 | $161K | Hold |
3,866
| – | – | 0.14% | 59 |
|
|
2014
Q1 | $159K | Sell |
3,866
-640
| -14% | -$26.3K | 0.14% | 58 |
|
|
2013
Q4 | $169K | Buy |
+4,506
| New | +$169K | 0.14% | 64 |
|