TWA
Trellis Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
2,315
| – | – | 0.5% | 19 |
|
|
2025
Q1 | $869K | Hold |
2,315
| – | – | 0.42% | 21 |
|
|
2024
Q4 | $976K | Hold |
2,315
| – | – | 0.49% | 18 |
|
|
2024
Q3 | $996K | Hold |
2,315
| – | – | 0.5% | 18 |
|
|
2024
Q2 | $1.03M | Sell |
2,315
-3
| -0.1% | -$1.34K | 0.57% | 16 |
|
|
2024
Q1 | $975K | Sell |
2,318
-13,673
| -86% | -$5.75M | 0.55% | 16 |
|
|
2023
Q4 | $6.01M | Sell |
15,991
-449
| -3% | -$169K | 3.27% | 9 |
|
|
2023
Q3 | $5.19M | Sell |
16,440
-34
| -0.2% | -$10.7K | 3.27% | 8 |
|
|
2023
Q2 | $5.61M | Buy |
16,474
+91
| +0.6% | +$31K | 3.73% | 8 |
|
|
2023
Q1 | $4.72M | Buy |
16,383
+536
| +3% | +$155K | 3.47% | 7 |
|
|
2022
Q4 | $3.8M | Buy |
+15,847
| New | +$3.8M | 3.27% | 7 |
|