Tilia Fiduciary Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
13,152
+171
| +1% | +$85.1K | 3.99% | 2 |
|
|
2025
Q1 | $4.87M | Buy |
12,981
+476
| +4% | +$179K | 3.25% | 3 |
|
|
2024
Q4 | $5.27M | Buy |
12,505
+146
| +1% | +$61.5K | 3.6% | 2 |
|
|
2024
Q3 | $5.32M | Buy |
12,359
+276
| +2% | +$119K | 3.69% | 2 |
|
|
2024
Q2 | $5.4M | Sell |
12,083
-67
| -0.6% | -$29.9K | 4.22% | 2 |
|
|
2024
Q1 | $5.11M | Buy |
12,150
+622
| +5% | +$262K | 4.15% | 2 |
|
|
2023
Q4 | $4.33M | Buy |
11,528
+20
| +0.2% | +$7.52K | 4.03% | 2 |
|
|
2023
Q3 | $3.63M | Buy |
11,508
+449
| +4% | +$142K | 3.78% | 2 |
|
|
2023
Q2 | $3.77M | Buy |
11,059
+275
| +3% | +$93.6K | 3.36% | 2 |
|
|
2023
Q1 | $3.11M | Buy |
10,784
+762
| +8% | +$220K | 2.96% | 2 |
|
|
2022
Q4 | $2.4M | Buy |
10,022
+549
| +6% | +$132K | 2.31% | 5 |
|
|
2022
Q3 | $2.14M | Buy |
9,473
+443
| +5% | +$99.8K | 2.16% | 7 |
|
|
2022
Q2 | $2.29M | Buy |
9,030
+860
| +11% | +$218K | 2.19% | 6 |
|
|
2022
Q1 | $2.52M | Buy |
8,170
+632
| +8% | +$195K | 2.14% | 7 |
|
|
2021
Q4 | $2.54M | Buy |
+7,538
| New | +$2.54M | 2.04% | 7 |
|