TFA
Teamwork Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Buy |
67,893
+27,499
| +68% | +$13.7M | 3.91% | 6 |
|
|
2025
Q1 | $15.2M | Sell |
40,394
-35,250
| -47% | -$13.2M | 2.02% | 23 |
|
|
2024
Q4 | $31.9M | Buy |
75,644
+1,193
| +2% | +$503K | 4.14% | 4 |
|
|
2024
Q3 | $32M | Buy |
74,451
+3,674
| +5% | +$1.58M | 4.44% | 4 |
|
|
2024
Q2 | $31.6M | Sell |
70,777
-18,229
| -20% | -$8.15M | 4.69% | 4 |
|
|
2024
Q1 | $37.4M | Sell |
89,006
-26,766
| -23% | -$11.3M | 5.76% | 2 |
|
|
2023
Q4 | $43.5M | Buy |
115,772
+1,136
| +1% | +$427K | 7.47% | 2 |
|
|
2023
Q3 | $36.2M | Buy |
114,636
+8,169
| +8% | +$2.58M | 5.91% | 3 |
|
|
2023
Q2 | $36.3M | Buy |
106,467
+19,891
| +23% | +$6.77M | 5.89% | 2 |
|
|
2023
Q1 | $25M | Sell |
86,576
-9,747
| -10% | -$2.81M | 4.61% | 2 |
|
|
2022
Q4 | $23.1M | Sell |
96,323
-18,342
| -16% | -$4.4M | 4.65% | 3 |
|
|
2022
Q3 | $26.7M | Buy |
114,665
+13,885
| +14% | +$3.23M | 5.76% | 3 |
|
|
2022
Q2 | $25.9M | Buy |
100,780
+7,433
| +8% | +$1.91M | 5.65% | 3 |
|
|
2022
Q1 | $28.8M | Buy |
93,347
+59,559
| +176% | +$18.4M | 5.36% | 2 |
|
|
2021
Q4 | $11.4M | Buy |
33,788
+7,679
| +29% | +$2.58M | 2.09% | 6 |
|
|
2021
Q3 | $7.36M | Buy |
26,109
+7,576
| +41% | +$2.14M | 1.45% | 11 |
|
|
2021
Q2 | $5.02M | Buy |
18,533
+790
| +4% | +$214K | 1.03% | 15 |
|
|
2021
Q1 | $4.18M | Sell |
17,743
-574
| -3% | -$135K | 0.98% | 17 |
|
|
2020
Q4 | $4.07M | Buy |
18,317
+1,419
| +8% | +$316K | 0.97% | 15 |
|
|
2020
Q3 | $3.55M | Sell |
16,898
-3,531
| -17% | -$743K | 1.1% | 12 |
|
|
2020
Q2 | $4.16M | Buy |
20,429
+2,458
| +14% | +$500K | 1.49% | 12 |
|
|
2020
Q1 | $2.83M | Buy |
17,971
+7,758
| +76% | +$1.22M | 1.76% | 11 |
|
|
2019
Q4 | $1.61M | Buy |
+10,213
| New | +$1.61M | 0.96% | 22 |
|