TWA
Tillar-Wenstrup Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,835
| Closed | -$1.4M | – | 17 |
|
|
2022
Q4 | $1.4M | Buy |
5,835
+284
| +5% | +$68.1K | 0.68% | 28 |
|
|
2022
Q3 | $1.29M | Sell |
5,551
-28
| -0.5% | -$6.52K | 0.65% | 27 |
|
|
2022
Q2 | $1.43M | Buy |
5,579
+47
| +0.8% | +$12.1K | 0.72% | 29 |
|
|
2022
Q1 | $1.71M | Sell |
5,532
-160
| -3% | -$49.3K | 0.82% | 26 |
|
|
2021
Q4 | $1.91M | Buy |
5,692
+1,229
| +28% | +$413K | 0.9% | 22 |
|
|
2021
Q3 | $1.26M | Sell |
4,463
-93
| -2% | -$26.2K | 0.58% | 27 |
|
|
2021
Q2 | $1.23M | Sell |
4,556
-122
| -3% | -$33K | 0.56% | 27 |
|
|
2021
Q1 | $1.1M | Buy |
4,678
+249
| +6% | +$58.7K | 0.54% | 26 |
|
|
2020
Q4 | $985K | Buy |
4,429
+1,098
| +33% | +$244K | 0.51% | 26 |
|
|
2020
Q3 | $701K | Buy |
3,331
+1,137
| +52% | +$239K | 0.41% | 26 |
|
|
2020
Q2 | $447K | Buy |
+2,194
| New | +$447K | 0.27% | 24 |
|