TWM
Torch Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.91M | Sell |
18,423
-50
| -0.3% | -$7.88K | 1.61% | 15 |
|
|
2019
Q3 | $2.57M | Buy |
18,473
+76
| +0.4% | +$10.6K | 1.52% | 20 |
|
|
2019
Q2 | $2.46M | Buy |
18,397
+76
| +0.4% | +$10.2K | 1.48% | 19 |
|
|
2019
Q1 | $2.16M | Buy |
18,321
+911
| +5% | +$107K | 1.34% | 25 |
|
|
2018
Q4 | $1.77M | Buy |
17,410
+4,086
| +31% | +$415K | 1.27% | 31 |
|
|
2018
Q3 | $1.52M | Buy |
13,324
+1
| +0% | +$114 | 0.91% | 44 |
|
|
2018
Q2 | $1.31M | Buy |
13,323
+150
| +1% | +$14.8K | 0.83% | 50 |
|
|
2018
Q1 | $1.2M | Buy |
13,173
+402
| +3% | +$36.7K | 0.78% | 51 |
|
|
2017
Q4 | $1.09M | Buy |
12,771
+1,351
| +12% | +$116K | 0.67% | 56 |
|
|
2017
Q3 | $851K | Buy |
11,420
+1
| +0% | +$75 | 0.56% | 57 |
|
|
2017
Q2 | $787K | Buy |
11,419
+1
| +0% | +$69 | 0.54% | 55 |
|
|
2017
Q1 | $752K | Buy |
11,418
+1
| +0% | +$66 | 0.5% | 56 |
|
|
2016
Q4 | $709K | Buy |
11,417
+2
| +0% | +$124 | 0.5% | 56 |
|
|
2016
Q3 | $658K | Buy |
11,415
+1
| +0% | +$58 | 0.48% | 54 |
|
|
2016
Q2 | $584K | Buy |
11,414
+301
| +3% | +$15.4K | 0.43% | 62 |
|
|
2016
Q1 | $614K | Buy |
11,113
+2
| +0% | +$111 | 0.46% | 57 |
|
|
2015
Q4 | $616K | Buy |
11,111
+2
| +0% | +$111 | 0.45% | 60 |
|
|
2015
Q3 | $492K | Buy |
11,109
+1
| +0% | +$44 | 0.38% | 61 |
|
|
2015
Q2 | $490K | Buy |
11,108
+2
| +0% | +$88 | 0.34% | 66 |
|
|
2015
Q1 | $452K | Buy |
11,106
+1
| +0% | +$41 | 0.35% | 63 |
|
|
2014
Q4 | $516K | Buy |
11,105
+1
| +0% | +$46 | 0.4% | 59 |
|
|
2014
Q3 | $515K | Sell |
11,104
-2,498
| -18% | -$116K | 0.38% | 64 |
|
|
2014
Q2 | $567K | Buy |
13,602
+1
| +0% | +$42 | 0.38% | 63 |
|
|
2014
Q1 | $558K | Sell |
13,601
-1,999
| -13% | -$82K | 0.4% | 61 |
|
|
2013
Q4 | $584K | Buy |
+15,600
| New | +$584K | 0.45% | 58 |
|