TFA
Toth Financial Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Sell |
62,507
-340
| -0.5% | -$169K | 3.63% | 1 |
|
|
2025
Q1 | $23.6M | Sell |
62,847
-1,241
| -2% | -$466K | 2.84% | 2 |
|
|
2024
Q4 | $27M | Sell |
64,088
-561
| -0.9% | -$236K | 3.18% | 2 |
|
|
2024
Q3 | $27.8M | Sell |
64,649
-1,720
| -3% | -$740K | 3.28% | 1 |
|
|
2024
Q2 | $29.7M | Sell |
66,369
-1,150
| -2% | -$514K | 3.77% | 1 |
|
|
2024
Q1 | $28.4M | Sell |
67,519
-1,751
| -3% | -$737K | 3.56% | 1 |
|
|
2023
Q4 | $26M | Buy |
69,270
+1,747
| +3% | +$657K | 3.53% | 1 |
|
|
2023
Q3 | $21.3M | Sell |
67,523
-3,283
| -5% | -$1.04M | 3.25% | 1 |
|
|
2023
Q2 | $24.1M | Sell |
70,806
-22
| -0% | -$7.49K | 3.49% | 1 |
|
|
2023
Q1 | $20.4M | Buy |
70,828
+1,438
| +2% | +$415K | 3.18% | 1 |
|
|
2022
Q4 | $16.6M | Sell |
69,390
-817
| -1% | -$196K | 2.7% | 1 |
|
|
2022
Q3 | $16.4M | Buy |
70,207
+1,327
| +2% | +$309K | 2.96% | 1 |
|
|
2022
Q2 | $17.7M | Sell |
68,880
-86
| -0.1% | -$22.1K | 3.08% | 1 |
|
|
2022
Q1 | $21.3M | Buy |
68,966
+140
| +0.2% | +$43.2K | 3.18% | 1 |
|
|
2021
Q4 | $23.1M | Sell |
68,826
-1,118
| -2% | -$376K | 3.16% | 1 |
|
|
2021
Q3 | $19.7M | Sell |
69,944
-2,273
| -3% | -$641K | 3% | 1 |
|
|
2021
Q2 | $19.6M | Sell |
72,217
-2,127
| -3% | -$576K | 2.99% | 1 |
|
|
2021
Q1 | $17.5M | Sell |
74,344
-4,616
| -6% | -$1.09M | 2.8% | 1 |
|
|
2020
Q4 | $17.6M | Sell |
78,960
-3,071
| -4% | -$683K | 3.01% | 2 |
|
|
2020
Q3 | $17.3M | Sell |
82,031
-3,632
| -4% | -$764K | 3.31% | 1 |
|
|
2020
Q2 | $17.4M | Sell |
85,663
-3,180
| -4% | -$647K | 3.78% | 1 |
|
|
2020
Q1 | $14M | Sell |
88,843
-822
| -0.9% | -$130K | 4.05% | 1 |
|
|
2019
Q4 | $14.1M | Sell |
89,665
-1,943
| -2% | -$306K | 2.87% | 2 |
|
|
2019
Q3 | $12.7M | Sell |
91,608
-330
| -0.4% | -$45.9K | 2.79% | 3 |
|
|
2019
Q2 | $12.3M | Buy |
91,938
+436
| +0.5% | +$58.4K | 2.75% | 4 |
|
|
2019
Q1 | $10.8M | Buy |
91,502
+503
| +0.6% | +$59.3K | 2.53% | 5 |
|
|
2018
Q4 | $9.24M | Sell |
90,999
-4,067
| -4% | -$413K | 2.53% | 5 |
|
|
2018
Q3 | $10.9M | Sell |
95,066
-12,760
| -12% | -$1.46M | 2.41% | 4 |
|
|
2018
Q2 | $10.6M | Sell |
107,826
-8,547
| -7% | -$843K | 2.49% | 4 |
|
|
2018
Q1 | $10.6M | Sell |
116,373
-13,820
| -11% | -$1.26M | 2.58% | 3 |
|
|
2017
Q4 | $11.1M | Sell |
130,193
-6,881
| -5% | -$589K | 2.64% | 1 |
|
|
2017
Q3 | $10.2M | Sell |
137,074
-5,132
| -4% | -$382K | 2.58% | 1 |
|
|
2017
Q2 | $9.8M | Sell |
142,206
-1,600
| -1% | -$110K | 2.56% | 3 |
|
|
2017
Q1 | $9.47M | Buy |
143,806
+303
| +0.2% | +$20K | 2.52% | 3 |
|
|
2016
Q4 | $8.92M | Sell |
143,503
-19
| -0% | -$1.18K | 2.56% | 4 |
|
|
2016
Q3 | $8.27M | Buy |
143,522
+2,572
| +2% | +$148K | 2.43% | 5 |
|
|
2016
Q2 | $7.21M | Buy |
140,950
+2,052
| +1% | +$105K | 2.2% | 7 |
|
|
2016
Q1 | $7.67M | Buy |
138,898
+7,492
| +6% | +$414K | 2.51% | 7 |
|
|
2015
Q4 | $7.29M | Buy |
131,406
+11,574
| +10% | +$642K | 2.41% | 6 |
|
|
2015
Q3 | $5.3M | Sell |
119,832
-287
| -0.2% | -$12.7K | 1.94% | 15 |
|
|
2015
Q2 | $5.3M | Sell |
120,119
-897
| -0.7% | -$39.6K | 1.77% | 18 |
|
|
2015
Q1 | $4.92M | Sell |
121,016
-2,199
| -2% | -$89.4K | 1.65% | 24 |
|
|
2014
Q4 | $5.72M | Buy |
123,215
+11,593
| +10% | +$538K | 1.98% | 15 |
|
|
2014
Q3 | $5.18M | Buy |
111,622
+2,282
| +2% | +$106K | 1.95% | 17 |
|
|
2014
Q2 | $4.56M | Buy |
109,340
+2,850
| +3% | +$119K | 1.73% | 22 |
|
|
2014
Q1 | $4.37M | Sell |
106,490
-4,484
| -4% | -$184K | 1.77% | 20 |
|
|
2013
Q4 | $4.15M | Buy |
110,974
+20,944
| +23% | +$784K | 1.76% | 22 |
|
|
2013
Q3 | $3M | Sell |
90,030
-958
| -1% | -$31.9K | 1.4% | 32 |
|
|
2013
Q2 | $3.14M | Buy |
+90,988
| New | +$3.14M | 1.55% | 29 |
|