TBWA
Three Bridge Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
11,531
+5,206
| +82% | +$2.59M | 1.51% | 19 |
|
|
2025
Q1 | $2.37M | Buy |
6,325
+93
| +1% | +$34.9K | 0.83% | 23 |
|
|
2024
Q4 | $2.63M | Buy |
6,232
+455
| +8% | +$192K | 0.92% | 24 |
|
|
2024
Q3 | $2.49M | Buy |
5,777
+398
| +7% | +$171K | 0.92% | 24 |
|
|
2024
Q2 | $2.4M | Sell |
5,379
-1,091
| -17% | -$488K | 0.95% | 22 |
|
|
2024
Q1 | $2.72M | Sell |
6,470
-843
| -12% | -$355K | 1.07% | 20 |
|
|
2023
Q4 | $2.75M | Sell |
7,313
-343
| -4% | -$129K | 0.95% | 21 |
|
|
2023
Q3 | $2.42M | Buy |
7,656
+44
| +0.6% | +$13.9K | 1% | 19 |
|
|
2023
Q2 | $2.59M | Sell |
7,612
-587
| -7% | -$200K | 1.1% | 21 |
|
|
2023
Q1 | $2.36M | Buy |
8,199
+112
| +1% | +$32.3K | 1.1% | 19 |
|
|
2022
Q4 | $1.94M | Sell |
8,087
-269
| -3% | -$64.5K | 1.04% | 20 |
|
|
2022
Q3 | $1.95M | Sell |
8,356
-143
| -2% | -$33.3K | 0.99% | 18 |
|
|
2022
Q2 | $2.18M | Sell |
8,499
-213
| -2% | -$54.7K | 1.07% | 17 |
|
|
2022
Q1 | $2.69M | Buy |
+8,712
| New | +$2.69M | 0.75% | 17 |
|