TWP
Tempus Wealth Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
21,666
+31
| +0.1% | +$15.4K | 2.69% | 4 |
|
|
2025
Q1 | $8.12M | Buy |
21,635
+257
| +1% | +$96.5K | 2.43% | 3 |
|
|
2024
Q4 | $9.01M | Buy |
21,378
+148
| +0.7% | +$62.4K | 2.75% | 3 |
|
|
2024
Q3 | $9.14M | Buy |
21,230
+273
| +1% | +$117K | 3.35% | 3 |
|
|
2024
Q2 | $9.37M | Buy |
20,957
+272
| +1% | +$122K | 3.91% | 2 |
|
|
2024
Q1 | $8.7M | Buy |
20,685
+81
| +0.4% | +$34.1K | 3.83% | 2 |
|
|
2023
Q4 | $7.75M | Sell |
20,604
-201
| -1% | -$75.6K | 3.4% | 4 |
|
|
2023
Q3 | $6.57M | Sell |
20,805
-3,517
| -14% | -$1.11M | 3.29% | 4 |
|
|
2023
Q2 | $8.28M | Sell |
24,322
-1,038
| -4% | -$353K | 3.74% | 3 |
|
|
2023
Q1 | $7.31M | Sell |
25,360
-219
| -0.9% | -$63.1K | 3.57% | 3 |
|
|
2022
Q4 | $6.13M | Sell |
25,579
-670
| -3% | -$161K | 3.73% | 2 |
|
|
2022
Q3 | $6.11M | Buy |
26,249
+3,994
| +18% | +$930K | 4.08% | 2 |
|
|
2022
Q2 | $5.72M | Buy |
22,255
+30
| +0.1% | +$7.71K | 4.7% | 4 |
|
|
2022
Q1 | $6.85M | Sell |
22,225
-950
| -4% | -$293K | 4.87% | 2 |
|
|
2021
Q4 | $7.79M | Buy |
23,175
+45
| +0.2% | +$15.1K | 4.2% | 3 |
|
|
2021
Q3 | $6.52M | Buy |
23,130
+347
| +2% | +$97.8K | 3.69% | 4 |
|
|
2021
Q2 | $6.17M | Buy |
22,783
+7,345
| +48% | +$1.99M | 4.1% | 3 |
|
|
2021
Q1 | $3.64M | Buy |
15,438
+147
| +1% | +$34.7K | 3.85% | 4 |
|
|
2020
Q4 | $3.4M | Sell |
15,291
-86
| -0.6% | -$19.1K | 4.39% | 6 |
|
|
2020
Q3 | $3.23M | Sell |
15,377
-1,271
| -8% | -$267K | 4.68% | 6 |
|
|
2020
Q2 | $3.39M | Buy |
16,648
+20
| +0.1% | +$4.07K | 5.05% | 6 |
|
|
2020
Q1 | $2.62M | Sell |
16,628
-198
| -1% | -$31.2K | 4.3% | 6 |
|
|
2019
Q4 | $2.65M | Buy |
+16,826
| New | +$2.65M | 2.34% | 10 |
|