TCA
Trifecta Capital Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
68,603
+7,115
| +12% | +$3.54M | 5.68% | 3 |
|
|
2025
Q1 | $23.1M | Buy |
61,488
+811
| +1% | +$304K | 4.84% | 3 |
|
|
2024
Q4 | $25.6M | Buy |
60,677
+1,477
| +2% | +$623K | 5.05% | 4 |
|
|
2024
Q3 | $25.5M | Buy |
59,200
+1,119
| +2% | +$482K | 5.33% | 3 |
|
|
2024
Q2 | $26M | Buy |
58,081
+2,232
| +4% | +$998K | 5.75% | 2 |
|
|
2024
Q1 | $23.5M | Buy |
55,849
+1,349
| +2% | +$568K | 5.72% | 2 |
|
|
2023
Q4 | $20.5M | Buy |
54,500
+1,214
| +2% | +$457K | 5.67% | 3 |
|
|
2023
Q3 | $16.8M | Buy |
53,286
+1,111
| +2% | +$351K | 5.41% | 3 |
|
|
2023
Q2 | $17.8M | Sell |
52,175
-2,816
| -5% | -$959K | 5.72% | 3 |
|
|
2023
Q1 | $15.9M | Buy |
54,991
+1,715
| +3% | +$494K | 5.59% | 3 |
|
|
2022
Q4 | $12.8M | Buy |
+53,276
| New | +$12.8M | 5.09% | 3 |
|