TPB Wealth Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$966K Sell
2022
Q4
$1.35M Sell
2022
Q3
$1.33M Sell
2022
Q2
$1.51M Buy
2022
Q1
$1.6M Buy
2021
Q4
$1.74M Buy
2021
Q3
$1.43M Buy
2021
Q2
$1.37M Buy