TCPWM
Traverso Chambers Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.38M | Sell |
9,002
-295
| -3% | -$111K | 0.82% | 26 |
|
|
2023
Q3 | $2.94M | Buy |
9,297
+160
| +2% | +$50.5K | 0.79% | 24 |
|
|
2023
Q2 | $3.11M | Sell |
9,137
-31
| -0.3% | -$10.6K | 0.82% | 25 |
|
|
2023
Q1 | $2.64M | Buy |
9,168
+350
| +4% | +$101K | 0.72% | 25 |
|
|
2022
Q4 | $2.11M | Buy |
8,818
+8
| +0.1% | +$1.92K | 0.61% | 26 |
|
|
2022
Q3 | $2.05M | Buy |
8,810
+181
| +2% | +$42.2K | 0.63% | 28 |
|
|
2022
Q2 | $2.22M | Sell |
8,629
-121
| -1% | -$31.1K | 0.74% | 21 |
|
|
2022
Q1 | $2.7M | Buy |
8,750
+73
| +0.8% | +$22.5K | 0.8% | 24 |
|
|
2021
Q4 | $2.92M | Buy |
8,677
+94
| +1% | +$31.6K | 0.87% | 21 |
|
|
2021
Q3 | $2.42M | Buy |
8,583
+9
| +0.1% | +$2.54K | 0.75% | 24 |
|
|
2021
Q2 | $2.32M | Sell |
8,574
-102
| -1% | -$27.6K | 0.73% | 23 |
|
|
2021
Q1 | $2.05M | Buy |
8,676
+141
| +2% | +$33.3K | 0.69% | 23 |
|
|
2020
Q4 | $1.9M | Buy |
8,535
+93
| +1% | +$20.7K | 0.68% | 23 |
|
|
2020
Q3 | $1.78M | Buy |
8,442
+1,084
| +15% | +$228K | 0.69% | 23 |
|
|
2020
Q2 | $1.5M | Buy |
7,358
+337
| +5% | +$68.6K | 0.63% | 24 |
|
|
2020
Q1 | $1.11M | Buy |
7,021
+102
| +1% | +$16.1K | 0.52% | 30 |
|
|
2019
Q4 | $1.09M | Sell |
6,919
-403
| -6% | -$63.5K | 0.46% | 34 |
|
|
2019
Q3 | $1.02M | Hold |
7,322
| – | – | 0.49% | 32 |
|
|
2019
Q2 | $1M | Hold |
7,322
| – | – | 0.49% | 35 |
|
|
2019
Q1 | $864K | Buy |
7,322
+100
| +1% | +$11.8K | 0.42% | 36 |
|
|
2018
Q4 | $734K | Buy |
+7,222
| New | +$734K | 0.4% | 37 |
|