TCWA
Ten Capital Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.4M | Buy |
33,492
+16,226
| +94% | +$5.53M | 3.31% | 9 |
|
|
2023
Q1 | $4.98M | Buy |
17,266
+448
| +3% | +$129K | 1.62% | 12 |
|
|
2022
Q4 | $4.03M | Buy |
16,818
+1,759
| +12% | +$422K | 1.62% | 13 |
|
|
2022
Q3 | $3.51M | Buy |
15,059
+895
| +6% | +$208K | 1.6% | 13 |
|
|
2022
Q2 | $3.64M | Buy |
14,164
+129
| +0.9% | +$33.1K | 1.58% | 12 |
|
|
2022
Q1 | $4.33M | Buy |
14,035
+364
| +3% | +$112K | 1.81% | 12 |
|
|
2021
Q4 | $4.6M | Buy |
13,671
+130
| +1% | +$43.7K | 1.88% | 12 |
|
|
2021
Q3 | $3.82M | Sell |
13,541
-10,832
| -44% | -$3.05M | 1.78% | 12 |
|
|
2021
Q2 | $6.6M | Buy |
24,373
+107
| +0.4% | +$29K | 1.5% | 18 |
|
|
2021
Q1 | $5.72M | Sell |
24,266
-58
| -0.2% | -$13.7K | 1.4% | 22 |
|
|
2020
Q4 | $5.41M | Buy |
24,324
+1,969
| +9% | +$438K | 1.51% | 20 |
|
|
2020
Q3 | $4.7M | Buy |
+22,355
| New | +$4.7M | 1.58% | 21 |
|