TRIA
Trail Ridge Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
21,825
-707
| -3% | -$377K | 5.6% | 4 |
|
|
2025
Q1 | $8.46M | Sell |
22,532
-1,640
| -7% | -$616K | 4.36% | 6 |
|
|
2024
Q4 | $10.2M | Buy |
24,172
+168
| +0.7% | +$70.8K | 4.84% | 5 |
|
|
2024
Q3 | $10.2M | Buy |
24,004
+127
| +0.5% | +$53.9K | 4.86% | 5 |
|
|
2024
Q2 | $10.7M | Buy |
23,877
+520
| +2% | +$232K | 5.52% | 5 |
|
|
2024
Q1 | $9.83M | Buy |
23,357
+55
| +0.2% | +$23.1K | 5.56% | 4 |
|
|
2023
Q4 | $8.76M | Sell |
23,302
-475
| -2% | -$179K | 5.38% | 4 |
|
|
2023
Q3 | $7.51M | Sell |
23,777
-33
| -0.1% | -$10.4K | 5.1% | 4 |
|
|
2023
Q2 | $8.11M | Sell |
23,810
-366
| -2% | -$125K | 5% | 4 |
|
|
2023
Q1 | $6.97M | Buy |
24,176
+759
| +3% | +$219K | 4.55% | 4 |
|
|
2022
Q4 | $5.62M | Buy |
23,417
+81
| +0.3% | +$19.4K | 3.87% | 4 |
|
|
2022
Q3 | $5.77M | Sell |
23,336
-726
| -3% | -$179K | 3.81% | 4 |
|
|
2022
Q2 | $6.18M | Buy |
24,062
+795
| +3% | +$204K | 4.19% | 3 |
|
|
2022
Q1 | $7.17M | Sell |
23,267
-112
| -0.5% | -$34.5K | 4.41% | 3 |
|
|
2021
Q4 | $7.86M | Buy |
+23,379
| New | +$7.86M | 4.72% | 3 |
|