TAIM
TD Ameritrade Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,254
| Closed | -$768K | – | 307 |
|
|
2023
Q2 | $768K | Buy |
2,254
+18
| +0.8% | +$6.13K | 0.01% | 108 |
|
|
2023
Q1 | $645K | Sell |
2,236
-200
| -8% | -$57.7K | 0.01% | 117 |
|
|
2022
Q4 | $584K | Sell |
2,436
-1,053
| -30% | -$252K | 0.01% | 126 |
|
|
2022
Q3 | $812K | Sell |
3,489
-628
| -15% | -$146K | 0.01% | 121 |
|
|
2022
Q2 | $1.06M | Sell |
4,117
-1,394
| -25% | -$358K | 0.01% | 121 |
|
|
2022
Q1 | $1.7M | Buy |
5,511
+499
| +10% | +$154K | 0.01% | 113 |
|
|
2021
Q4 | $1.69M | Buy |
5,012
+1,233
| +33% | +$415K | 0.01% | 107 |
|
|
2021
Q3 | $795K | Sell |
3,779
-414
| -10% | -$87.1K | 0.01% | 125 |
|
|
2021
Q2 | $1.14M | Buy |
4,193
+373
| +10% | +$101K | 0.01% | 115 |
|
|
2021
Q1 | $850K | Hold |
3,820
| – | – | 0.01% | 119 |
|
|
2020
Q4 | $850K | Buy |
3,820
+41
| +1% | +$9.12K | 0.01% | 119 |
|
|
2020
Q3 | $795K | Buy |
3,779
+294
| +8% | +$61.9K | 0.01% | 125 |
|
|
2020
Q2 | $709K | Buy |
3,485
+253
| +8% | +$51.5K | 0.01% | 135 |
|
|
2020
Q1 | $510K | Sell |
3,232
-455
| -12% | -$71.8K | ﹤0.01% | 154 |
|
|
2019
Q4 | $581K | Sell |
3,687
-3,576
| -49% | -$564K | ﹤0.01% | 162 |
|
|
2019
Q3 | $1.01M | Sell |
7,263
-1,360
| -16% | -$189K | 0.01% | 122 |
|
|
2019
Q2 | $1.16M | Buy |
8,623
+207
| +2% | +$27.7K | 0.01% | 109 |
|
|
2019
Q1 | $993K | Buy |
8,416
+2,300
| +38% | +$271K | 0.01% | 111 |
|
|
2018
Q4 | $621K | Buy |
6,116
+2,416
| +65% | +$245K | 0.01% | 112 |
|
|
2018
Q3 | $423K | Buy |
3,700
+2,781
| +303% | +$318K | ﹤0.01% | 109 |
|
|
2018
Q2 | $91K | Buy |
+919
| New | +$91K | ﹤0.01% | 109 |
|