TFM
TFC Financial Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Buy |
15,339
+239
| +2% | +$119K | 1.05% | 13 |
|
|
2025
Q1 | $5.67M | Buy |
15,100
+349
| +2% | +$131K | 0.87% | 14 |
|
|
2024
Q4 | $6.22M | Sell |
14,751
-323
| -2% | -$136K | 0.98% | 11 |
|
|
2024
Q3 | $6.49M | Buy |
15,074
+820
| +6% | +$353K | 1.03% | 11 |
|
|
2024
Q2 | $6.37M | Sell |
14,254
-313
| -2% | -$140K | 1.12% | 12 |
|
|
2024
Q1 | $6.13M | Sell |
14,567
-285
| -2% | -$120K | 1.09% | 12 |
|
|
2023
Q4 | $5.59M | Buy |
14,852
+972
| +7% | +$366K | 1.13% | 12 |
|
|
2023
Q3 | $4.38M | Buy |
13,880
+381
| +3% | +$120K | 1.05% | 13 |
|
|
2023
Q2 | $4.6M | Sell |
13,499
-176
| -1% | -$59.9K | 1.13% | 11 |
|
|
2023
Q1 | $3.94M | Buy |
13,675
+1,570
| +13% | +$453K | 1.02% | 15 |
|
|
2022
Q4 | $2.9M | Sell |
12,105
-1,385
| -10% | -$332K | 0.84% | 18 |
|
|
2022
Q3 | $3.14M | Buy |
13,490
+714
| +6% | +$166K | 1% | 15 |
|
|
2022
Q2 | $3.28M | Sell |
12,776
-30
| -0.2% | -$7.7K | 0.98% | 14 |
|
|
2022
Q1 | $3.95M | Buy |
12,806
+56
| +0.4% | +$17.3K | 1.13% | 10 |
|
|
2021
Q4 | $4.29M | Buy |
12,750
+92
| +0.7% | +$30.9K | 1.3% | 9 |
|
|
2021
Q3 | $3.57M | Sell |
12,658
-311
| -2% | -$87.7K | 1.18% | 9 |
|
|
2021
Q2 | $3.51M | Sell |
12,969
-217
| -2% | -$58.8K | 1.2% | 10 |
|
|
2021
Q1 | $3.11M | Sell |
13,186
-872
| -6% | -$206K | 1.23% | 10 |
|
|
2020
Q4 | $3.13M | Buy |
14,058
+150
| +1% | +$33.4K | 1.32% | 10 |
|
|
2020
Q3 | $2.93M | Buy |
+13,908
| New | +$2.93M | 1.45% | 9 |
|