TWP
TFO Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-119
| Closed | -$50.1K | – | 500 |
|
|
2024
Q1 | $50.1K | Sell |
119
-165
| -58% | -$69.4K | 0.01% | 56 |
|
|
2023
Q4 | $107K | Sell |
284
-1,606
| -85% | -$604K | 0.02% | 44 |
|
|
2023
Q3 | $644K | Buy |
1,890
+985
| +109% | +$335K | 0.13% | 27 |
|
|
2023
Q2 | $308K | Buy |
905
+586
| +184% | +$200K | 0.07% | 32 |
|
|
2023
Q1 | $92K | Buy |
319
+316
| +10,533% | +$91.1K | 0.02% | 59 |
|
|
2022
Q4 | $4.34K | Sell |
3
-329
| -99% | -$476K | ﹤0.01% | 185 |
|
|
2022
Q3 | $77K | Sell |
332
-249
| -43% | -$57.8K | 0.02% | 49 |
|
|
2022
Q2 | $149K | Sell |
581
-233
| -29% | -$59.8K | 0.03% | 49 |
|
|
2022
Q1 | $251K | Buy |
814
+614
| +307% | +$189K | 0.05% | 40 |
|
|
2021
Q4 | $68K | Buy |
200
+197
| +6,567% | +$67K | 0.01% | 55 |
|
|
2021
Q3 | $1K | Buy |
3
+2
| +200% | +$667 | ﹤0.01% | 136 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 149 |
|
|
2020
Q4 | – | Sell |
-1,268
| Closed | -$267K | – | 136 |
|
|
2020
Q3 | $267K | Buy |
1,268
+110
| +9% | +$23.2K | 0.1% | 26 |
|
|
2020
Q2 | $236K | Buy |
1,158
+12
| +1% | +$2.45K | 0.09% | 28 |
|
|
2020
Q1 | $180K | Sell |
1,146
-80
| -7% | -$12.6K | 0.08% | 34 |
|
|
2019
Q4 | $193K | Buy |
+1,226
| New | +$193K | 0.18% | 29 |
|