TWM
TLW Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
37,457
+102
| +0.3% | +$50.7K | 10.38% | 2 |
|
|
2025
Q1 | $14M | Buy |
37,355
+391
| +1% | +$147K | 8.42% | 5 |
|
|
2024
Q4 | $15.6M | Sell |
36,964
-1
| -0% | -$422 | 9.28% | 3 |
|
|
2024
Q3 | $15.9M | Sell |
36,965
-215
| -0.6% | -$92.5K | 9.45% | 3 |
|
|
2024
Q2 | $16.6M | Sell |
37,180
-249
| -0.7% | -$111K | 10.35% | 3 |
|
|
2024
Q1 | $15.7M | Sell |
37,429
-205
| -0.5% | -$86.2K | 10.03% | 3 |
|
|
2023
Q4 | $14.2M | Sell |
37,634
-2,100
| -5% | -$790K | 10.08% | 2 |
|
|
2023
Q3 | $12.5M | Sell |
39,734
-317
| -0.8% | -$100K | 9.53% | 2 |
|
|
2023
Q2 | $13.6M | Sell |
40,051
-367
| -0.9% | -$125K | 9.83% | 3 |
|
|
2023
Q1 | $11.7M | Sell |
40,418
-471
| -1% | -$136K | 8.79% | 5 |
|
|
2022
Q4 | $9.81M | Sell |
40,889
-126
| -0.3% | -$30.2K | 7.94% | 4 |
|
|
2022
Q3 | $9.55M | Sell |
41,015
-5,504
| -12% | -$1.28M | 8.33% | 4 |
|
|
2022
Q2 | $11.9M | Sell |
46,519
-1,612
| -3% | -$414K | 9.32% | 2 |
|
|
2022
Q1 | $14.8M | Buy |
48,131
+37
| +0.1% | +$11.4K | 8.7% | 5 |
|
|
2021
Q4 | $16.2M | Buy |
48,094
+5
| +0% | +$1.68K | 8.62% | 3 |
|
|
2021
Q3 | $13.6M | Sell |
48,089
-93
| -0.2% | -$26.2K | 7.41% | 5 |
|
|
2021
Q2 | $13.1M | Buy |
48,182
+205
| +0.4% | +$55.5K | 7.25% | 6 |
|
|
2021
Q1 | $11.3M | Buy |
47,977
+253
| +0.5% | +$59.7K | 6.87% | 6 |
|
|
2020
Q4 | $10.6M | Sell |
47,724
-234
| -0.5% | -$52K | 6.85% | 5 |
|
|
2020
Q3 | $10.1M | Sell |
47,958
-257
| -0.5% | -$54.1K | 7.5% | 4 |
|
|
2020
Q2 | $9.81M | Buy |
48,215
+308
| +0.6% | +$62.7K | 8.47% | 2 |
|
|
2020
Q1 | $7.56M | Sell |
47,907
-152
| -0.3% | -$24K | 8.27% | 2 |
|
|
2019
Q4 | $7.58M | Buy |
48,059
+37
| +0.1% | +$5.84K | 6.58% | 3 |
|
|
2019
Q3 | $6.68M | Buy |
48,022
+422
| +0.9% | +$58.7K | 6.26% | 2 |
|
|
2019
Q2 | $6.38M | Sell |
47,600
-446
| -0.9% | -$59.7K | 6.21% | 3 |
|
|
2019
Q1 | $5.67M | Buy |
+48,046
| New | +$5.67M | 6.05% | 5 |
|