TPG Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
2,482
+32
| +1% | +$15.9K | 0.49% | 32 |
|
|
2025
Q1 | $920K | Sell |
2,450
-105
| -4% | -$39.4K | 0.41% | 32 |
|
|
2024
Q4 | $1.08M | Sell |
2,555
-67
| -3% | -$28.2K | 0.47% | 32 |
|
|
2024
Q3 | $1.13M | Sell |
2,622
-754
| -22% | -$324K | 0.51% | 30 |
|
|
2024
Q2 | $1.51M | Buy |
+3,376
| New | +$1.51M | 0.71% | 26 |
|
|
2023
Q4 | $1.08M | Buy |
2,894
+822
| +40% | +$308K | 0.55% | 29 |
|
|
2023
Q3 | $654K | Buy |
2,072
+518
| +33% | +$164K | 0.34% | 34 |
|
|
2023
Q2 | $529K | Buy |
1,554
+122
| +9% | +$41.5K | 0.28% | 36 |
|
|
2023
Q1 | $413K | Sell |
1,432
-103
| -7% | -$29.7K | 0.23% | 36 |
|
|
2022
Q4 | $368K | Buy |
1,535
+103
| +7% | +$24.7K | 0.22% | 37 |
|
|
2022
Q3 | $334K | Buy |
1,432
+10
| +0.7% | +$2.33K | 0.21% | 35 |
|
|
2022
Q2 | $365K | Hold |
1,422
| – | – | 0.24% | 30 |
|
|
2022
Q1 | $438K | Hold |
1,422
| – | – | 0.26% | 30 |
|
|
2021
Q4 | $478K | Sell |
1,422
-100
| -7% | -$33.6K | 0.29% | 27 |
|
|
2021
Q3 | $429K | Sell |
1,522
-2
| -0.1% | -$564 | 0.28% | 30 |
|
|
2021
Q2 | $413K | Sell |
1,524
-97
| -6% | -$26.3K | 0.29% | 29 |
|
|
2021
Q1 | $382K | Buy |
1,621
+37
| +2% | +$8.72K | 0.27% | 30 |
|
|
2020
Q4 | $352K | Buy |
1,584
+18
| +1% | +$4K | 0.26% | 30 |
|
|
2020
Q3 | $329K | Buy |
1,566
+11
| +0.7% | +$2.31K | 0.28% | 30 |
|
|
2020
Q2 | $316K | Sell |
1,555
-2
| -0.1% | -$406 | 0.28% | 30 |
|
|
2020
Q1 | $246K | Sell |
1,557
-1,419
| -48% | -$224K | 0.24% | 38 |
|
|
2019
Q4 | $469K | Buy |
2,976
+701
| +31% | +$110K | 0.39% | 33 |
|
|
2019
Q3 | $316K | Buy |
2,275
+400
| +21% | +$55.6K | 0.28% | 39 |
|
|
2019
Q2 | $258K | Buy |
+1,875
| New | +$258K | 0.24% | 37 |
|