TWM
TCFG Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Sell |
10,164
-1,071
| -10% | -$533K | 2.29% | 5 |
|
|
2025
Q1 | $4.22M | Buy |
11,235
+129
| +1% | +$48.4K | 2.12% | 6 |
|
|
2024
Q4 | $4.68M | Sell |
11,106
-1,109
| -9% | -$467K | 2.36% | 5 |
|
|
2024
Q3 | $5.26M | Buy |
+12,215
| New | +$5.26M | 2.64% | 4 |
|