TIA
Tiemann Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
27,600
-220
| -0.8% | -$109K | 5.62% | 2 |
|
|
2025
Q1 | $10.4M | Sell |
27,820
-812
| -3% | -$305K | 4.74% | 4 |
|
|
2024
Q4 | $12.1M | Sell |
28,632
-465
| -2% | -$196K | 5.36% | 3 |
|
|
2024
Q3 | $12.5M | Sell |
29,097
-585
| -2% | -$252K | 5.4% | 3 |
|
|
2024
Q2 | $13.3M | Sell |
29,682
-863
| -3% | -$386K | 5.9% | 3 |
|
|
2024
Q1 | $12.9M | Sell |
30,545
-347
| -1% | -$146K | 5.75% | 2 |
|
|
2023
Q4 | $11.6M | Sell |
30,892
-689
| -2% | -$259K | 5.64% | 3 |
|
|
2023
Q3 | $9.97M | Sell |
31,581
-530
| -2% | -$167K | 5.33% | 3 |
|
|
2023
Q2 | $10.9M | Sell |
32,111
-1,032
| -3% | -$351K | 5.57% | 3 |
|
|
2023
Q1 | $9.56M | Sell |
33,143
-30
| -0.1% | -$8.65K | 5.22% | 3 |
|
|
2022
Q4 | $7.96M | Sell |
33,173
-339
| -1% | -$81.3K | 4.66% | 3 |
|
|
2022
Q3 | $7.81M | Sell |
33,512
-5,374
| -14% | -$1.25M | 5.06% | 3 |
|
|
2022
Q2 | $9.99M | Sell |
38,886
-217
| -0.6% | -$55.7K | 5.33% | 3 |
|
|
2022
Q1 | $12.1M | Sell |
39,103
-989
| -2% | -$305K | 5.57% | 3 |
|
|
2021
Q4 | $13.5M | Sell |
40,092
-769
| -2% | -$259K | 5.7% | 3 |
|
|
2021
Q3 | $11.5M | Sell |
40,861
-409
| -1% | -$115K | 5.48% | 3 |
|
|
2021
Q2 | $11.2M | Sell |
41,270
-913
| -2% | -$247K | 5.23% | 3 |
|
|
2021
Q1 | $9.95M | Buy |
42,183
+1,223
| +3% | +$288K | 4.96% | 3 |
|
|
2020
Q4 | $9.11M | Sell |
40,960
-924
| -2% | -$206K | 4.84% | 3 |
|
|
2020
Q3 | $8.81M | Sell |
41,884
-208
| -0.5% | -$43.8K | 5.46% | 3 |
|
|
2020
Q2 | $8.57M | Sell |
42,092
-669
| -2% | -$136K | 5.85% | 2 |
|
|
2020
Q1 | $6.74M | Sell |
42,761
-453
| -1% | -$71.4K | 5.86% | 2 |
|
|
2019
Q4 | $6.82M | Sell |
43,214
-2,298
| -5% | -$362K | 4.65% | 3 |
|
|
2019
Q3 | $6.33M | Sell |
45,512
-1,305
| -3% | -$181K | 4.6% | 2 |
|
|
2019
Q2 | $6.27M | Sell |
46,817
-1,873
| -4% | -$251K | 4.55% | 1 |
|
|
2019
Q1 | $5.74M | Buy |
48,690
+621
| +1% | +$73.2K | 4.37% | 1 |
|
|
2018
Q4 | $4.88M | Sell |
48,069
-944
| -2% | -$95.9K | 4.37% | 1 |
|
|
2018
Q3 | $5.61M | Sell |
49,013
-728
| -1% | -$83.3K | 4.26% | 2 |
|
|
2018
Q2 | $4.91M | Sell |
49,741
-188
| -0.4% | -$18.5K | 3.93% | 2 |
|
|
2018
Q1 | $4.56M | Sell |
49,929
-168
| -0.3% | -$15.3K | 3.67% | 3 |
|
|
2017
Q4 | $4.29M | Sell |
50,097
-323
| -0.6% | -$27.6K | 3.42% | 3 |
|
|
2017
Q3 | $3.76M | Sell |
50,420
-158
| -0.3% | -$11.8K | 3.18% | 3 |
|
|
2017
Q2 | $3.49M | Sell |
50,578
-57
| -0.1% | -$3.93K | 3.13% | 3 |
|
|
2017
Q1 | $3.34M | Sell |
50,635
-422
| -0.8% | -$27.8K | 3.09% | 3 |
|
|
2016
Q4 | $3.17M | Sell |
51,057
-4,677
| -8% | -$291K | 3.1% | 3 |
|
|
2016
Q3 | $3.21M | Sell |
55,734
-1,248
| -2% | -$71.9K | 2.94% | 3 |
|
|
2016
Q2 | $2.92M | Sell |
56,982
-747
| -1% | -$38.2K | 2.73% | 3 |
|
|
2016
Q1 | $3.19M | Sell |
57,729
-503
| -0.9% | -$27.8K | 3.15% | 3 |
|
|
2015
Q4 | $3.23M | Sell |
58,232
-322
| -0.5% | -$17.9K | 3.28% | 3 |
|
|
2015
Q3 | $2.59M | Buy |
58,554
+401
| +0.7% | +$17.8K | 2.83% | 3 |
|
|
2015
Q2 | $2.57M | Buy |
58,153
+678
| +1% | +$29.9K | 2.63% | 4 |
|
|
2015
Q1 | $2.34M | Sell |
57,475
-752
| -1% | -$30.6K | 2.43% | 5 |
|
|
2014
Q4 | $2.71M | Buy |
58,227
+302
| +0.5% | +$14K | 2.91% | 4 |
|
|
2014
Q3 | $2.69M | Sell |
57,925
-62
| -0.1% | -$2.87K | 2.99% | 3 |
|
|
2014
Q2 | $2.42M | Sell |
57,987
-2,128
| -4% | -$88.7K | 2.68% | 5 |
|
|
2014
Q1 | $2.46M | Buy |
60,115
+925
| +2% | +$37.9K | 2.76% | 5 |
|
|
2013
Q4 | $2.21M | Buy |
+59,190
| New | +$2.21M | 2.62% | 5 |
|