Tiedemann Advisors’s Microsoft MSFT Stock Holding History

Tiedemann Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$10.8M	Sell	34,082 -658	-2%	-$208K	0.46%	24
2023 Q2	$11.8M	Buy	34,740 +10,316	+42%	+$3.51M	0.5%	25
2023 Q1	$7.04M	Sell	24,424 -7,866	-24%	-$2.27M	0.32%	38
2022 Q4	$7.74M	Sell	32,290 -3,475	-10%	-$833K	0.37%	33
2022 Q3	$8.33M	Sell	35,765 -147	-0.4%	-$34.2K	0.5%	26
2022 Q2	$9.23M	Sell	35,912 -1,179	-3%	-$303K	0.69%	25
2022 Q1	$11.4M	Buy	37,091 +619	+2%	+$191K	0.58%	24
2021 Q4	$12.3M	Sell	36,472 -652	-2%	-$219K	0.6%	27
2021 Q3	$10.5M	Sell	37,124 -3,794	-9%	-$1.07M	0.56%	28
2021 Q2	$11.1M	Sell	40,918 -3,207	-7%	-$869K	0.44%	32
2021 Q1	$10.4M	Buy	44,125 +2,401	+6%	+$566K	0.46%	30
2020 Q4	$9.28M	Sell	41,724 -15,993	-28%	-$3.56M	0.45%	31
2020 Q3	$12.1M	Sell	57,717 -1,854	-3%	-$390K	0.59%	30
2020 Q2	$12.1M	Buy	59,571 +278	+0.5%	+$56.6K	0.64%	29
2020 Q1	$9.35M	Buy	59,293 +140	+0.2%	+$22.1K	0.61%	32
2019 Q4	$9.33M	Sell	59,153 -17,295	-23%	-$2.73M	0.45%	49
2019 Q3	$10.6M	Buy	76,448 +19,719	+35%	+$2.74M	0.51%	41
2019 Q2	$7.6M	Sell	56,729 -63,407	-53%	-$8.49M	0.38%	48
2019 Q1	$14.2M	Buy	120,136 +5,614	+5%	+$662K	0.67%	32
2018 Q4	$11.6M	Buy	114,522 +54,073	+89%	+$5.49M	0.59%	40
2018 Q3	$6.92M	Buy	60,449 +266	+0.4%	+$30.4K	0.41%	55
2018 Q2	$5.93M	Sell	60,183 -1,576	-3%	-$155K	0.38%	56
2018 Q1	$5.63M	Buy	61,759 +31,156	+102%	+$2.84M	0.39%	52
2017 Q4	$2.62M	Sell	30,603 -45,165	-60%	-$3.86M	0.2%	69
2017 Q3	$4.83M	Sell	75,768 -49,524	-40%	-$3.16M	0.43%	46
2017 Q2	$8.64M	Buy	125,292 +6,641	+6%	+$458K	0.63%	32
2017 Q1	$7.81M	Buy	118,651 +22,863	+24%	+$1.51M	0.66%	36
2016 Q4	$5.95M	Buy	95,788 +48,514	+103%	+$3.01M	0.59%	40
2016 Q3	$2.88M	Buy	47,274 +28,563	+153%	+$1.74M	0.6%	19
2016 Q2	$957K	Hold	18,711	–	–	0.92%	31
2016 Q1	$1.03M	Hold	18,711	–	–	0.82%	28
2015 Q4	$1.04M	Buy	18,711 +1,451	+8%	+$80.5K	0.4%	32
2015 Q3	$764K	Buy	+17,260	New	+$764K	0.59%	26