TFG
Tilson Financial Group’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.28M | Buy |
2,567
+195
| +8% | +$97K | 0.48% | 29 |
|
2025
Q1 | $890K | Buy |
2,372
+238
| +11% | +$89.3K | 0.35% | 33 |
|
2024
Q4 | $899K | Sell |
2,134
-28
| -1% | -$11.8K | 0.37% | 34 |
|
2024
Q3 | $930K | Buy |
+2,162
| New | +$930K | 0.4% | 33 |
|
2024
Q2 | – | Sell |
-2,159
| Closed | -$909K | – | 55 |
|
2024
Q1 | $909K | Sell |
2,159
-25
| -1% | -$10.5K | 0.49% | 33 |
|
2023
Q4 | $821K | Buy |
2,184
+4
| +0.2% | +$1.5K | 0.53% | 32 |
|
2023
Q3 | $688K | Buy |
+2,180
| New | +$688K | 0.54% | 33 |
|
2023
Q2 | – | Sell |
-2,498
| Closed | -$720K | – | 45 |
|
2023
Q1 | $720K | Buy |
2,498
+6
| +0.2% | +$1.73K | 0.59% | 32 |
|
2022
Q4 | $598K | Buy |
+2,492
| New | +$598K | 0.51% | 36 |
|