Tolleson Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.56M	Sell	5,297 -579	-10%	-$290K	0.37%	27
2025 Q3	$3.04M	Buy	5,876 +607	+12%	+$310K	0.47%	26
2025 Q2	$2.62M	Buy	5,269 +51	+1%	+$22.1K	0.45%	26
2025 Q1	$1.96M	Sell	5,218 -2,132	-29%	-$869K	0.38%	25
2024 Q4	$3.1M	Buy	7,350 +1,844	+33%	+$785K	0.64%	18
2024 Q3	$2.37M	Sell	5,506 -70	-1%	-$29.9K	0.45%	21
2024 Q2	$2.49M	Buy	5,576 +288	+5%	+$122K	0.49%	23
2024 Q1	$2.23M	Sell	5,288 -192	-4%	-$77.7K	0.44%	24
2023 Q4	$2.06M	Sell	5,480 -43	-0.8%	-$15.3K	0.42%	25
2023 Q3	$1.74M	Buy	5,523 +305	+6%	+$101K	0.42%	31
2023 Q2	$1.78M	Hold	5,218	–	–	0.43%	31
2023 Q1	$1.5M	Sell	5,218 -123	-2%	-$31.4K	0.39%	33
2022 Q4	$1.28M	Buy	5,341 +123	+2%	+$29.5K	0.35%	40
2022 Q3	$1.22M	Hold	5,218	–	–	0.37%	34
2022 Q2	$1.34M	Hold	5,218	–	–	0.38%	32
2022 Q1	$1.61M	Hold	5,218	–	–	0.48%	31
2021 Q4	$1.75M	Hold	5,218	–	–	0.47%	30
2021 Q3	$1.47M	Sell	5,218 -579	-10%	-$168K	0.42%	33
2021 Q2	$1.57M	Hold	5,797	–	–	0.42%	32
2021 Q1	$1.37M	Hold	5,797	–	–	0.41%	30
2020 Q4	$1.29M	Hold	5,797	–	–	0.43%	27
2020 Q3	$1.22M	Hold	5,797	–	–	0.49%	28
2020 Q2	$1.18M	Hold	5,797	–	–	0.52%	28
2020 Q1	$914K	Sell	5,797 -493	-8%	-$81.1K	0.4%	32
2019 Q4	$992K	Buy	6,290 +493	+9%	+$72.4K	0.48%	28
2019 Q3	$806K	Hold	5,797	–	–	0.44%	28
2019 Q2	$777K	Hold	5,797	–	–	0.54%	21
2019 Q1	$684K	Hold	5,797	–	–	0.47%	21
2018 Q4	$589K	Buy	+5,797	New	+$621K	0.35%	23