TW
Trajan Wealth’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $123M | Buy |
246,840
+9,291
| +4% | +$4.62M | 6.01% | 3 |
|
2025
Q1 | $89.2M | Buy |
237,549
+17,013
| +8% | +$6.39M | 4.87% | 3 |
|
2024
Q4 | $93M | Buy |
220,536
+17,634
| +9% | +$7.43M | 5.15% | 3 |
|
2024
Q3 | $87.3M | Buy |
202,902
+6,425
| +3% | +$2.76M | 5.15% | 3 |
|
2024
Q2 | $87.8M | Buy |
196,477
+14,308
| +8% | +$6.39M | 5.64% | 3 |
|
2024
Q1 | $76.6M | Buy |
+182,169
| New | +$76.6M | 5.19% | 3 |
|