TF
TLWM Financial’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
6,037
+16
| +0.3% | +$7.96K | 0.57% | 14 |
|
|
2025
Q1 | $2.26M | Buy |
6,021
+132
| +2% | +$49.6K | 0.45% | 17 |
|
|
2024
Q4 | $2.48M | Buy |
5,889
+266
| +5% | +$112K | 0.49% | 17 |
|
|
2024
Q3 | $2.42M | Buy |
5,623
+884
| +19% | +$380K | 0.49% | 14 |
|
|
2024
Q2 | $2.12M | Sell |
4,739
-2
| -0% | -$894 | 0.46% | 16 |
|
|
2024
Q1 | $1.99M | Sell |
4,741
-85
| -2% | -$35.8K | 0.44% | 15 |
|
|
2023
Q4 | $1.81M | Buy |
4,826
+11
| +0.2% | +$4.14K | 0.43% | 17 |
|
|
2023
Q3 | $1.52M | Buy |
4,815
+130
| +3% | +$41K | 0.4% | 20 |
|
|
2023
Q2 | $1.6M | Sell |
4,685
-12
| -0.3% | -$4.09K | 0.46% | 19 |
|
|
2023
Q1 | $1.35M | Sell |
4,697
-1,024
| -18% | -$295K | 0.43% | 19 |
|
|
2022
Q4 | $1.37M | Sell |
5,721
-6,005
| -51% | -$1.44M | 0.5% | 18 |
|
|
2022
Q3 | $976K | Buy |
11,726
+7,484
| +176% | +$623K | 0.43% | 25 |
|
|
2022
Q2 | $1.09M | Sell |
4,242
-62
| -1% | -$15.9K | 0.42% | 16 |
|
|
2022
Q1 | $1.32M | Buy |
4,304
+152
| +4% | +$46.7K | 0.46% | 23 |
|
|
2021
Q4 | $1.4M | Sell |
4,152
-577
| -12% | -$194K | 0.47% | 19 |
|
|
2021
Q3 | $1.33M | Buy |
4,729
+509
| +12% | +$143K | 0.51% | 17 |
|
|
2021
Q2 | $1.15M | Buy |
4,220
+74
| +2% | +$20.1K | 0.41% | 21 |
|
|
2021
Q1 | $976K | Buy |
4,146
+160
| +4% | +$37.7K | 0.37% | 23 |
|
|
2020
Q4 | $887K | Buy |
3,986
+128
| +3% | +$28.5K | 0.35% | 25 |
|
|
2020
Q3 | $781K | Buy |
3,858
+153
| +4% | +$31K | 0.37% | 21 |
|
|
2020
Q2 | $752K | Sell |
3,705
-1,578
| -30% | -$320K | 0.44% | 22 |
|
|
2020
Q1 | $833K | Sell |
5,283
-2
| -0% | -$315 | 0.49% | 15 |
|
|
2019
Q4 | $835K | Sell |
5,285
-64
| -1% | -$10.1K | 0.4% | 17 |
|
|
2019
Q3 | $743K | Sell |
5,349
-162
| -3% | -$22.5K | 0.38% | 18 |
|
|
2019
Q2 | $738K | Sell |
5,511
-330
| -6% | -$44.2K | 0.42% | 17 |
|
|
2019
Q1 | $685K | Sell |
5,841
-200
| -3% | -$23.5K | 0.38% | 22 |
|
|
2018
Q4 | $631K | Sell |
6,041
-686
| -10% | -$71.7K | 0.38% | 29 |
|
|
2018
Q3 | $769K | Buy |
6,727
+1,096
| +19% | +$125K | 0.45% | 21 |
|
|
2018
Q2 | $552K | Buy |
+5,631
| New | +$552K | 0.34% | 30 |
|