TWM
Thrive Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
21,342
+69
| +0.3% | +$34.3K | 1.71% | 9 |
|
|
2025
Q1 | $7.99M | Sell |
21,273
-1,313
| -6% | -$493K | 1.53% | 8 |
|
|
2024
Q4 | $9.52M | Sell |
22,586
-971
| -4% | -$409K | 1.71% | 7 |
|
|
2024
Q3 | $10.1M | Sell |
23,557
-406
| -2% | -$175K | 1.86% | 7 |
|
|
2024
Q2 | $10.7M | Sell |
23,963
-816
| -3% | -$365K | 2.1% | 6 |
|
|
2024
Q1 | $10.4M | Buy |
24,779
+393
| +2% | +$165K | 2.15% | 6 |
|
|
2023
Q4 | $9.17M | Buy |
24,386
+6,249
| +34% | +$2.35M | 2.04% | 6 |
|
|
2023
Q3 | $5.73M | Sell |
18,137
-591
| -3% | -$187K | 1.52% | 10 |
|
|
2023
Q2 | $6.38M | Sell |
18,728
-2,572
| -12% | -$876K | 1.65% | 9 |
|
|
2023
Q1 | $6.14M | Buy |
21,300
+7,047
| +49% | +$2.03M | 1.57% | 11 |
|
|
2022
Q4 | $3.42M | Buy |
14,253
+845
| +6% | +$203K | 0.98% | 17 |
|
|
2022
Q3 | $3.12M | Buy |
13,408
+1,554
| +13% | +$362K | 1.09% | 12 |
|
|
2022
Q2 | $3.04M | Buy |
11,854
+2,063
| +21% | +$530K | 1.06% | 17 |
|
|
2022
Q1 | $3.02M | Buy |
9,791
+1,090
| +13% | +$336K | 0.89% | 18 |
|
|
2021
Q4 | $2.93M | Buy |
+8,701
| New | +$2.93M | 1% | 11 |
|