TWA
TPB Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $966K | Sell |
3,351
-2,284
| -41% | -$658K | 0.53% | 27 |
|
|
2022
Q4 | $1.35M | Sell |
5,635
-83
| -1% | -$19.9K | 0.69% | 26 |
|
|
2022
Q3 | $1.33M | Sell |
5,718
-123
| -2% | -$28.7K | 0.64% | 25 |
|
|
2022
Q2 | $1.51M | Buy |
5,841
+655
| +13% | +$169K | 0.68% | 25 |
|
|
2022
Q1 | $1.6M | Buy |
5,186
+1
| +0% | +$308 | 0.6% | 26 |
|
|
2021
Q4 | $1.74M | Buy |
5,185
+114
| +2% | +$38.3K | 0.85% | 25 |
|
|
2021
Q3 | $1.43M | Buy |
5,071
+21
| +0.4% | +$5.92K | 1.04% | 21 |
|
|
2021
Q2 | $1.37M | Buy |
+5,050
| New | +$1.37M | 0.88% | 24 |
|