TFA
Transamerica Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Sell |
18,508
-61
| -0.3% | -$30.3K | 0.86% | 21 |
|
|
2025
Q1 | $6.97M | Sell |
18,569
-866
| -4% | -$325K | 0.71% | 28 |
|
|
2024
Q4 | $8.19M | Buy |
19,435
+3,171
| +19% | +$1.34M | 0.81% | 22 |
|
|
2024
Q3 | $7M | Sell |
16,264
-1,397
| -8% | -$601K | 0.68% | 28 |
|
|
2024
Q2 | $7.89M | Hold |
17,661
| – | – | 0.84% | 21 |
|
|
2024
Q1 | $7.43M | Buy |
17,661
+9,281
| +111% | +$3.91M | 0.76% | 24 |
|
|
2023
Q4 | $3.15M | Sell |
8,380
-795
| -9% | -$299K | 0.44% | 38 |
|
|
2023
Q3 | $2.9M | Sell |
9,175
-4,243
| -32% | -$1.34M | 0.39% | 41 |
|
|
2023
Q2 | $4.57M | Sell |
13,418
-374
| -3% | -$127K | 0.59% | 34 |
|
|
2023
Q1 | $3.98M | Buy |
13,792
+5,258
| +62% | +$1.52M | 0.53% | 33 |
|
|
2022
Q4 | $2.05M | Sell |
8,534
-577
| -6% | -$138K | 0.29% | 61 |
|
|
2022
Q3 | $2.12M | Buy |
9,111
+2,206
| +32% | +$514K | 0.31% | 56 |
|
|
2022
Q2 | $1.77M | Buy |
+6,905
| New | +$1.77M | 0.25% | 63 |
|
|
2021
Q3 | – | Sell |
-7
| Closed | -$2K | – | 174 |
|
|
2021
Q2 | $2K | Buy |
7
+1
| +17% | +$286 | 0.05% | 71 |
|
|
2021
Q1 | $2K | Sell |
6
-3
| -33% | -$1K | 0.05% | 103 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | 0.04% | 100 |
|
|
2020
Q3 | $2K | Sell |
9
-15,256
| -100% | -$3.39M | 0.04% | 110 |
|
|
2020
Q2 | $3.11M | Buy |
+15,265
| New | +$3.11M | 0.68% | 35 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | -$1K | – | 134 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | 0.01% | 111 |
|
|
2019
Q3 | – | Sell |
-11,156
| Closed | -$1.5M | – | 380 |
|
|
2019
Q2 | $1.5M | Buy |
+11,156
| New | +$1.5M | 0.32% | 73 |
|
|
2019
Q1 | – | Sell |
-10,382
| Closed | -$1.06M | – | 340 |
|
|
2018
Q4 | $1.06M | Buy |
10,382
+4,408
| +74% | +$448K | 0.27% | 73 |
|
|
2018
Q3 | $684K | Sell |
5,974
-282
| -5% | -$32.3K | 0.15% | 113 |
|
|
2018
Q2 | $617K | Sell |
6,256
-94,832
| -94% | -$9.35M | 0.14% | 110 |
|
|
2018
Q1 | $9.23M | Buy |
101,088
+21,733
| +27% | +$1.98M | 1.36% | 12 |
|
|
2017
Q4 | $6.79M | Buy |
79,355
+9,855
| +14% | +$843K | 0.9% | 32 |
|
|
2017
Q3 | $5.18M | Sell |
69,500
-1,910
| -3% | -$142K | 0.64% | 56 |
|
|
2017
Q2 | $4.92M | Sell |
71,410
-34,278
| -32% | -$2.36M | 0.67% | 50 |
|
|
2017
Q1 | $6.96M | Sell |
105,688
-609
| -0.6% | -$40.1K | 0.83% | 32 |
|
|
2016
Q4 | $6.61M | Buy |
106,297
+3,415
| +3% | +$212K | 0.79% | 34 |
|
|
2016
Q3 | $5.93M | Buy |
102,882
+9,120
| +10% | +$525K | 0.64% | 42 |
|
|
2016
Q2 | $4.8M | Sell |
93,762
-29,102
| -24% | -$1.49M | 0.48% | 58 |
|
|
2016
Q1 | $6.79M | Buy |
122,864
+28,428
| +30% | +$1.57M | 0.57% | 33 |
|
|
2015
Q4 | $5.24M | Buy |
94,436
+4,755
| +5% | +$264K | 0.38% | 46 |
|
|
2015
Q3 | $3.97M | Buy |
89,681
+1,384
| +2% | +$61.3K | 0.32% | 59 |
|
|
2015
Q2 | $3.9M | Buy |
88,297
+7,977
| +10% | +$352K | 0.28% | 71 |
|
|
2015
Q1 | $3.27M | Buy |
80,320
+7,964
| +11% | +$324K | 0.23% | 82 |
|
|
2014
Q4 | $3.36M | Buy |
72,356
+12,037
| +20% | +$559K | 0.26% | 50 |
|
|
2014
Q3 | $2.8M | Buy |
60,319
+11,266
| +23% | +$522K | 0.25% | 55 |
|
|
2014
Q2 | $2.05M | Buy |
49,053
+5,109
| +12% | +$213K | 0.18% | 79 |
|
|
2014
Q1 | $1.8M | Buy |
43,944
+33,272
| +312% | +$1.36M | 0.18% | 72 |
|
|
2013
Q4 | $400K | Sell |
10,672
-467
| -4% | -$17.5K | 0.04% | 178 |
|
|
2013
Q3 | $371K | Buy |
11,139
+269
| +2% | +$8.96K | 0.05% | 166 |
|
|
2013
Q2 | $376K | Buy |
+10,870
| New | +$376K | 0.06% | 134 |
|