TMD Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.22M | Sell |
9,448
-224
| -2% | -$100K | 0.93% | 20 |
|
|
2024
Q1 | $4.07M | Sell |
9,672
-157
| -2% | -$66.1K | 0.95% | 22 |
|
|
2023
Q4 | $3.7M | Sell |
9,829
-284
| -3% | -$107K | 0.96% | 22 |
|
|
2023
Q3 | $3.19M | Sell |
10,113
-266
| -3% | -$84K | 0.91% | 19 |
|
|
2023
Q2 | $3.53M | Buy |
10,379
+441
| +4% | +$150K | 0.92% | 16 |
|
|
2023
Q1 | $2.87M | Buy |
9,938
+1,076
| +12% | +$310K | 0.81% | 18 |
|
|
2022
Q4 | $2.13M | Buy |
8,862
+94
| +1% | +$22.5K | 0.95% | 15 |
|
|
2022
Q3 | $2.04M | Buy |
8,768
+259
| +3% | +$60.3K | 0.92% | 14 |
|
|
2022
Q2 | $2.19M | Buy |
8,509
+150
| +2% | +$38.5K | 0.92% | 15 |
|
|
2022
Q1 | $2.58M | Buy |
8,359
+155
| +2% | +$47.8K | 0.99% | 17 |
|
|
2021
Q4 | $2.76M | Sell |
8,204
-1,440
| -15% | -$484K | 1.03% | 18 |
|
|
2021
Q3 | $2.72M | Buy |
9,644
+18
| +0.2% | +$5.08K | 1.14% | 17 |
|
|
2021
Q2 | $2.61M | Sell |
9,626
-1,871
| -16% | -$507K | 1.14% | 17 |
|
|
2021
Q1 | $2.71M | Sell |
11,497
-45
| -0.4% | -$10.6K | 1.29% | 17 |
|
|
2020
Q4 | $2.57M | Buy |
+11,542
| New | +$2.57M | 1.44% | 14 |
|