TPCW
TD Private Client Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61M | Sell |
122,537
-2,113
| -2% | -$1.05M | 1.5% | 13 |
|
|
2025
Q1 | $46.8M | Buy |
124,650
+5,911
| +5% | +$2.22M | 1.29% | 14 |
|
|
2024
Q4 | $50M | Sell |
118,739
-6,235
| -5% | -$2.63M | 1.4% | 14 |
|
|
2024
Q3 | $53.8M | Buy |
124,974
+5,192
| +4% | +$2.23M | 1.55% | 10 |
|
|
2024
Q2 | $53.7M | Sell |
119,782
-5,532
| -4% | -$2.48M | 1.69% | 10 |
|
|
2024
Q1 | $52.9M | Sell |
125,314
-7,424
| -6% | -$3.13M | 1.73% | 10 |
|
|
2023
Q4 | $50M | Buy |
132,738
+499
| +0.4% | +$188K | 1.81% | 9 |
|
|
2023
Q3 | $41.9M | Sell |
132,239
-3,354
| -2% | -$1.06M | 1.81% | 7 |
|
|
2023
Q2 | $46.3M | Sell |
135,593
-16,598
| -11% | -$5.66M | 2% | 6 |
|
|
2023
Q1 | $43.9M | Sell |
152,191
-12,480
| -8% | -$3.6M | 1.97% | 6 |
|
|
2022
Q4 | $39.6M | Sell |
164,671
-9,735
| -6% | -$2.34M | 1.87% | 8 |
|
|
2022
Q3 | $40.7M | Sell |
174,406
-4,905
| -3% | -$1.14M | 2.08% | 5 |
|
|
2022
Q2 | $46.1M | Buy |
179,311
+5,463
| +3% | +$1.41M | 2.25% | 5 |
|
|
2022
Q1 | $53.7M | Buy |
173,848
+15,385
| +10% | +$4.75M | 2.29% | 5 |
|
|
2021
Q4 | $53.3M | Sell |
158,463
-32,023
| -17% | -$10.8M | 2.21% | 5 |
|
|
2021
Q3 | $53.7M | Sell |
190,486
-19,361
| -9% | -$5.46M | 2.3% | 5 |
|
|
2021
Q2 | $56.8M | Sell |
209,847
-8,218
| -4% | -$2.23M | 2.43% | 5 |
|
|
2021
Q1 | $51.4M | Buy |
218,065
+3,837
| +2% | +$905K | 2.4% | 4 |
|
|
2020
Q4 | $47.6M | Sell |
214,228
-7,523
| -3% | -$1.67M | 2.42% | 4 |
|
|
2020
Q3 | $46.6M | Sell |
221,751
-10,949
| -5% | -$2.3M | 2.61% | 3 |
|
|
2020
Q2 | $47.4M | Buy |
232,700
+12,858
| +6% | +$2.62M | 2.77% | 3 |
|
|
2020
Q1 | $34.7M | Buy |
219,842
+4,688
| +2% | +$739K | 2.48% | 3 |
|
|
2019
Q4 | $34M | Buy |
+215,154
| New | +$34M | 2.03% | 5 |
|