TA
TFB Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
15,134
+47
| +0.3% | +$23.4K | 1.97% | 6 |
|
|
2025
Q1 | $5.66M | Buy |
15,087
+164
| +1% | +$61.6K | 1.63% | 10 |
|
|
2024
Q4 | $6.29M | Sell |
14,923
-257
| -2% | -$108K | 1.8% | 8 |
|
|
2024
Q3 | $6.53M | Buy |
15,180
+81
| +0.5% | +$34.9K | 1.94% | 8 |
|
|
2024
Q2 | $6.75M | Buy |
15,099
+1,089
| +8% | +$487K | 2.2% | 5 |
|
|
2024
Q1 | $5.53M | Buy |
14,010
+2,330
| +20% | +$920K | 2.01% | 5 |
|
|
2023
Q4 | $4.39M | Buy |
+11,680
| New | +$4.39M | 2.25% | 7 |
|
|
2023
Q3 | – | Sell |
-10,936
| Closed | -$3.72M | – | 183 |
|
|
2023
Q2 | $3.72M | Buy |
10,936
+1,689
| +18% | +$575K | 1.62% | 13 |
|
|
2023
Q1 | $2.67M | Buy |
9,247
+543
| +6% | +$157K | 2.03% | 13 |
|
|
2022
Q4 | $2.09M | Buy |
+8,704
| New | +$2.09M | 1.75% | 16 |
|