TFA
Tobias Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
5,478
+814
| +17% | +$405K | 0.47% | 43 |
|
|
2025
Q1 | $1.75M | Buy |
4,664
+326
| +8% | +$122K | 0.34% | 42 |
|
|
2024
Q4 | $1.83M | Buy |
4,338
+815
| +23% | +$344K | 0.37% | 41 |
|
|
2024
Q3 | $1.52M | Buy |
3,523
+231
| +7% | +$99.4K | 0.3% | 44 |
|
|
2024
Q2 | $1.47M | Buy |
3,292
+263
| +9% | +$118K | 0.32% | 43 |
|
|
2024
Q1 | $1.27M | Buy |
3,029
+990
| +49% | +$417K | 0.29% | 46 |
|
|
2023
Q4 | $767K | Buy |
2,039
+204
| +11% | +$76.7K | 0.19% | 54 |
|
|
2023
Q3 | $579K | Sell |
1,835
-91
| -5% | -$28.7K | 0.15% | 64 |
|
|
2023
Q2 | $656K | Buy |
1,926
+232
| +14% | +$79K | 0.18% | 59 |
|
|
2023
Q1 | $488K | Sell |
1,694
-370
| -18% | -$107K | 0.14% | 62 |
|
|
2022
Q4 | $495K | Buy |
2,064
+253
| +14% | +$60.7K | 0.16% | 63 |
|
|
2022
Q3 | $422K | Sell |
1,811
-1
| -0.1% | -$233 | 0.15% | 62 |
|
|
2022
Q2 | $465K | Buy |
1,812
+614
| +51% | +$158K | 0.16% | 60 |
|
|
2022
Q1 | $369K | Sell |
1,198
-14,859
| -93% | -$4.58M | 0.13% | 57 |
|
|
2021
Q4 | $5.4M | Buy |
16,057
+14,952
| +1,353% | +$5.03M | 0.42% | 51 |
|
|
2021
Q3 | $312K | Sell |
1,105
-40
| -3% | -$11.3K | 0.12% | 56 |
|
|
2021
Q2 | $310K | Buy |
1,145
+76
| +7% | +$20.6K | 0.12% | 57 |
|
|
2021
Q1 | $252K | Sell |
1,069
-71
| -6% | -$16.7K | 0.11% | 58 |
|
|
2020
Q4 | $254K | Sell |
1,140
-636
| -36% | -$142K | 0.12% | 55 |
|
|
2020
Q3 | $374K | Sell |
1,776
-9
| -0.5% | -$1.9K | 0.2% | 50 |
|
|
2020
Q2 | $363K | Sell |
1,785
-53
| -3% | -$10.8K | 0.21% | 49 |
|
|
2020
Q1 | $290K | Sell |
1,838
-446
| -20% | -$70.4K | 0.21% | 42 |
|
|
2019
Q4 | $360K | Buy |
+2,284
| New | +$360K | 0.23% | 40 |
|