TPW
Tiller Private Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Sell |
1,458
-964
| -40% | -$480K | 0.28% | 20 |
|
|
2025
Q1 | $909K | Buy |
2,422
+718
| +42% | +$269K | 0.38% | 17 |
|
|
2024
Q4 | $718K | Buy |
1,704
+80
| +5% | +$33.7K | 0.3% | 18 |
|
|
2024
Q3 | $699K | Buy |
1,624
+93
| +6% | +$40K | 0.29% | 18 |
|
|
2024
Q2 | $684K | Buy |
1,531
+49
| +3% | +$21.9K | 0.3% | 19 |
|
|
2024
Q1 | $623K | Sell |
1,482
-93
| -6% | -$39.1K | 0.28% | 21 |
|
|
2023
Q4 | $592K | Sell |
1,575
-399
| -20% | -$150K | 0.3% | 20 |
|
|
2023
Q3 | $624K | Sell |
1,974
-33
| -2% | -$10.4K | 0.34% | 20 |
|
|
2023
Q2 | $683K | Buy |
2,007
+14
| +0.7% | +$4.77K | 0.37% | 19 |
|
|
2023
Q1 | $575K | Sell |
1,993
-261
| -12% | -$75.3K | 0.32% | 22 |
|
|
2022
Q4 | $541K | Buy |
2,254
+198
| +10% | +$47.5K | 0.32% | 25 |
|
|
2022
Q3 | $479K | Buy |
2,056
+23
| +1% | +$5.36K | 0.31% | 28 |
|
|
2022
Q2 | $522K | Sell |
2,033
-324
| -14% | -$83.2K | 0.32% | 28 |
|
|
2022
Q1 | $727K | Buy |
2,357
+239
| +11% | +$73.7K | 0.42% | 20 |
|
|
2021
Q4 | $712K | Hold |
2,118
| – | – | 0.45% | 21 |
|
|
2021
Q3 | $597K | Buy |
2,118
+54
| +3% | +$15.2K | 0.45% | 18 |
|
|
2021
Q2 | $559K | Buy |
2,064
+219
| +12% | +$59.3K | 0.6% | 20 |
|
|
2021
Q1 | $435K | Buy |
1,845
+166
| +10% | +$39.1K | 0.54% | 18 |
|
|
2020
Q4 | $374K | Buy |
1,679
+335
| +25% | +$74.6K | 0.51% | 20 |
|
|
2020
Q3 | $283K | Buy |
1,344
+11
| +0.8% | +$2.32K | 0.52% | 20 |
|
|
2020
Q2 | $271K | Buy |
1,333
+61
| +5% | +$12.4K | 0.55% | 21 |
|
|
2020
Q1 | $201K | Buy |
+1,272
| New | +$201K | 0.23% | 31 |
|