TVWM
Tower View Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Buy |
18,304
+488
| +3% | +$243K | 4.72% | 2 |
|
|
2025
Q1 | $6.69M | Sell |
17,816
-11
| -0.1% | -$4.13K | 3.89% | 4 |
|
|
2024
Q4 | $7.51M | Buy |
17,827
+137
| +0.8% | +$57.7K | 3.97% | 3 |
|
|
2024
Q3 | $7.61M | Buy |
17,690
+109
| +0.6% | +$46.9K | 4.17% | 3 |
|
|
2024
Q2 | $7.86M | Buy |
17,581
+105
| +0.6% | +$46.9K | 4.51% | 3 |
|
|
2024
Q1 | $7.35M | Sell |
17,476
-319
| -2% | -$134K | 4.3% | 2 |
|
|
2023
Q4 | $6.69M | Sell |
17,795
-111
| -0.6% | -$41.7K | 4.15% | 2 |
|
|
2023
Q3 | $5.65M | Buy |
17,906
+1,214
| +7% | +$383K | 3.97% | 3 |
|
|
2023
Q2 | $5.68M | Sell |
16,692
-1,733
| -9% | -$590K | 3.85% | 3 |
|
|
2023
Q1 | $5.31M | Sell |
18,425
-109
| -0.6% | -$31.4K | 3.57% | 2 |
|
|
2022
Q4 | $4.45M | Sell |
18,534
-133
| -0.7% | -$31.9K | 3.09% | 6 |
|
|
2022
Q3 | $4.35M | Buy |
18,667
+82
| +0.4% | +$19.1K | 3.31% | 6 |
|
|
2022
Q2 | $4.77M | Sell |
18,585
-299
| -2% | -$76.8K | 3.51% | 4 |
|
|
2022
Q1 | $5.82M | Buy |
18,884
+209
| +1% | +$64.4K | 3.13% | 3 |
|
|
2021
Q4 | $6.28M | Sell |
18,675
-257
| -1% | -$86.4K | 3.2% | 2 |
|
|
2021
Q3 | $5.34M | Buy |
18,932
+569
| +3% | +$160K | 2.96% | 2 |
|
|
2021
Q2 | $4.98M | Sell |
18,363
-93
| -0.5% | -$25.2K | 2.52% | 5 |
|
|
2021
Q1 | $4.35M | Sell |
18,456
-26
| -0.1% | -$6.13K | 2.38% | 6 |
|
|
2020
Q4 | $4.11M | Buy |
18,482
+692
| +4% | +$154K | 2.34% | 11 |
|
|
2020
Q3 | $3.74M | Sell |
17,790
-38
| -0.2% | -$7.99K | 2.44% | 11 |
|
|
2020
Q2 | $3.63M | Sell |
17,828
-507
| -3% | -$103K | 2.65% | 9 |
|
|
2020
Q1 | $2.89M | Buy |
18,335
+2,225
| +14% | +$351K | 2.61% | 10 |
|
|
2019
Q4 | $2.54M | Buy |
16,110
+132
| +0.8% | +$20.8K | 1.92% | 22 |
|
|
2019
Q3 | $2.22M | Buy |
15,978
+575
| +4% | +$79.9K | 1.83% | 25 |
|
|
2019
Q2 | $2.06M | Buy |
15,403
+15,033
| +4,063% | +$2.01M | 1.76% | 26 |
|
|
2019
Q1 | $44K | Hold |
370
| – | – | 0.04% | 79 |
|
|
2018
Q4 | $38K | Hold |
370
| – | – | 0.04% | 82 |
|
|
2018
Q3 | $42K | Buy |
370
+2
| +0.5% | +$227 | 0.04% | 97 |
|
|
2018
Q2 | $36K | Sell |
368
-34
| -8% | -$3.33K | 0.03% | 98 |
|
|
2018
Q1 | $37K | Sell |
402
-13
| -3% | -$1.2K | 0.04% | 96 |
|
|
2017
Q4 | $36K | Buy |
+415
| New | +$36K | 0.03% | 101 |
|