T
TCWP’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,396
| Closed | -$2.41M | – | 41 |
|
|
2024
Q2 | $2.41M | Sell |
5,396
-16
| -0.3% | -$7.15K | 5.92% | 4 |
|
|
2024
Q1 | $2.28M | Buy |
5,412
+70
| +1% | +$29.5K | 6.06% | 3 |
|
|
2023
Q4 | $2.01M | Sell |
5,342
-10,782
| -67% | -$4.05M | 5.68% | 4 |
|
|
2023
Q3 | $5.09M | Sell |
16,124
-2,563
| -14% | -$809K | 3.88% | 3 |
|
|
2023
Q2 | $6.36M | Sell |
18,687
-3,120
| -14% | -$1.06M | 1.36% | 22 |
|
|
2023
Q1 | $6.29M | Sell |
21,807
-2,579
| -11% | -$744K | 1.19% | 21 |
|
|
2022
Q4 | $5.86M | Buy |
24,386
+328
| +1% | +$78.8K | 1.19% | 18 |
|
|
2022
Q3 | $5.6M | Sell |
24,058
-1,232
| -5% | -$287K | 1.19% | 19 |
|
|
2022
Q2 | $6.5M | Buy |
25,290
+220
| +0.9% | +$56.5K | 1.38% | 14 |
|
|
2022
Q1 | $7.73M | Sell |
25,070
-501
| -2% | -$154K | 1.41% | 11 |
|
|
2021
Q4 | $8.6M | Buy |
+25,571
| New | +$8.6M | 1.71% | 11 |
|