TWM
Tradition Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
35,293
-122
| -0.3% | -$60.7K | 1.4% | 18 |
|
|
2025
Q1 | $13.3M | Buy |
35,415
+291
| +0.8% | +$109K | 1.17% | 22 |
|
|
2024
Q4 | $14.8M | Sell |
35,124
-62
| -0.2% | -$26.1K | 1.3% | 22 |
|
|
2024
Q3 | $15.1M | Buy |
35,186
+476
| +1% | +$205K | 1.35% | 21 |
|
|
2024
Q2 | $15.5M | Buy |
34,710
+1,033
| +3% | +$462K | 1.5% | 20 |
|
|
2024
Q1 | $14.2M | Buy |
33,677
+611
| +2% | +$257K | 1.43% | 18 |
|
|
2023
Q4 | $12.4M | Buy |
33,066
+1,940
| +6% | +$730K | 1.3% | 19 |
|
|
2023
Q3 | $9.83M | Sell |
31,126
-570
| -2% | -$180K | 1.17% | 19 |
|
|
2023
Q2 | $10.8M | Buy |
31,696
+769
| +2% | +$262K | 1.26% | 17 |
|
|
2023
Q1 | $8.92M | Buy |
30,927
+7,591
| +33% | +$2.19M | 1.11% | 24 |
|
|
2022
Q4 | $5.6M | Sell |
23,336
-5,403
| -19% | -$1.3M | 0.79% | 36 |
|
|
2022
Q3 | $6.69M | Buy |
28,739
+1,463
| +5% | +$341K | 1.01% | 30 |
|
|
2022
Q2 | $7.01M | Sell |
27,276
-211
| -0.8% | -$54.2K | 1.02% | 27 |
|
|
2022
Q1 | $8.47M | Buy |
27,487
+1,713
| +7% | +$528K | 1.08% | 27 |
|
|
2021
Q4 | $8.67M | Sell |
25,774
-97
| -0.4% | -$32.6K | 1.09% | 26 |
|
|
2021
Q3 | $7.29M | Sell |
25,871
-51
| -0.2% | -$14.4K | 1.04% | 26 |
|
|
2021
Q2 | $7.02M | Buy |
25,922
+5,019
| +24% | +$1.36M | 1.05% | 22 |
|
|
2021
Q1 | $4.93M | Sell |
20,903
-55
| -0.3% | -$13K | 0.85% | 36 |
|
|
2020
Q4 | $4.66M | Buy |
+20,958
| New | +$4.66M | 0.9% | 32 |
|