TIA
Traphagen Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Buy |
15,510
+164
| +1% | +$81.6K | 0.73% | 21 |
|
|
2025
Q1 | $5.76M | Buy |
15,346
+1,537
| +11% | +$577K | 0.6% | 21 |
|
|
2024
Q4 | $5.82M | Buy |
13,809
+189
| +1% | +$79.7K | 0.59% | 23 |
|
|
2024
Q3 | $5.86M | Buy |
13,620
+476
| +4% | +$205K | 0.59% | 22 |
|
|
2024
Q2 | $5.87M | Sell |
13,144
-216
| -2% | -$96.5K | 0.64% | 23 |
|
|
2024
Q1 | $5.62M | Buy |
13,360
+108
| +0.8% | +$45.4K | 0.6% | 23 |
|
|
2023
Q4 | $4.98M | Buy |
13,252
+1,882
| +17% | +$708K | 0.58% | 25 |
|
|
2023
Q3 | $3.59M | Buy |
11,370
+179
| +2% | +$56.5K | 0.46% | 25 |
|
|
2023
Q2 | $3.81M | Buy |
11,191
+1,303
| +13% | +$444K | 0.49% | 29 |
|
|
2023
Q1 | $2.85M | Buy |
9,888
+559
| +6% | +$161K | 0.42% | 31 |
|
|
2022
Q4 | $2.24M | Buy |
9,329
+342
| +4% | +$82K | 0.35% | 35 |
|
|
2022
Q3 | $2.09M | Buy |
8,987
+220
| +3% | +$51.2K | 0.38% | 29 |
|
|
2022
Q2 | $2.25M | Buy |
8,767
+1,018
| +13% | +$261K | 0.41% | 29 |
|
|
2022
Q1 | $2.39M | Buy |
7,749
+943
| +14% | +$291K | 0.39% | 27 |
|
|
2021
Q4 | $2.29M | Sell |
6,806
-5
| -0.1% | -$1.68K | 0.38% | 27 |
|
|
2021
Q3 | $1.92M | Buy |
6,811
+164
| +2% | +$46.2K | 0.34% | 28 |
|
|
2021
Q2 | $1.8M | Buy |
6,647
+77
| +1% | +$20.9K | 0.31% | 33 |
|
|
2021
Q1 | $1.55M | Buy |
6,570
+492
| +8% | +$116K | 0.28% | 36 |
|
|
2020
Q4 | $1.35M | Sell |
6,078
-42
| -0.7% | -$9.34K | 0.24% | 39 |
|
|
2020
Q3 | $1.29M | Buy |
6,120
+955
| +18% | +$201K | 0.26% | 37 |
|
|
2020
Q2 | $1.05M | Sell |
5,165
-33
| -0.6% | -$6.72K | 0.24% | 43 |
|
|
2020
Q1 | $820K | Buy |
5,198
+649
| +14% | +$102K | 0.22% | 41 |
|
|
2019
Q4 | $717K | Buy |
4,549
+2
| +0% | +$315 | 0.17% | 48 |
|
|
2019
Q3 | $632K | Buy |
4,547
+198
| +5% | +$27.5K | 0.16% | 49 |
|
|
2019
Q2 | $583K | Buy |
4,349
+3
| +0.1% | +$402 | 0.16% | 53 |
|
|
2019
Q1 | $513K | Buy |
+4,346
| New | +$513K | 0.14% | 56 |
|