TWM
Triton Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
+7,876
| New | +$4.02M | 1.72% | 11 |
|
|
2024
Q4 | $2.96M | Buy |
7,052
+287
| +4% | +$121K | 1.52% | 11 |
|
|
2024
Q3 | $2.85M | Buy |
6,765
+561
| +9% | +$237K | 1.62% | 11 |
|
|
2024
Q2 | $2.76M | Buy |
6,204
+9
| +0.1% | +$4K | 1.61% | 11 |
|
|
2024
Q1 | $2.53M | Buy |
6,195
+331
| +6% | +$135K | 1.75% | 9 |
|
|
2023
Q4 | $2.17M | Buy |
5,864
+28
| +0.5% | +$10.3K | 1.42% | 11 |
|
|
2023
Q3 | $2.06M | Sell |
5,836
-523
| -8% | -$185K | 1.39% | 10 |
|
|
2023
Q2 | $2.09M | Hold |
6,359
| – | – | 1.17% | 14 |
|
|
2023
Q1 | $2.09M | Sell |
6,359
-249
| -4% | -$82K | 1.28% | 12 |
|
|
2022
Q4 | $1.57M | Sell |
6,608
-43
| -0.6% | -$10.2K | 0.96% | 15 |
|
|
2022
Q3 | $1.65M | Buy |
6,651
+452
| +7% | +$112K | 0.98% | 15 |
|
|
2022
Q2 | $1.71M | Buy |
6,199
+178
| +3% | +$49K | 1.2% | 16 |
|
|
2022
Q1 | $1.84M | Hold |
6,021
| – | – | 0.96% | 15 |
|
|
2021
Q4 | $1.84M | Buy |
6,021
+38
| +0.6% | +$11.6K | 0.96% | 15 |
|
|
2021
Q3 | $1.84M | Sell |
5,983
-27
| -0.4% | -$8.29K | 0.88% | 16 |
|
|
2021
Q2 | $1.75M | Buy |
6,010
+1,224
| +26% | +$357K | 1% | 15 |
|
|
2021
Q1 | $1.19M | Buy |
4,786
+20
| +0.4% | +$4.98K | 0.81% | 19 |
|
|
2020
Q4 | $1.04M | Sell |
4,766
-2,526
| -35% | -$551K | 0.66% | 17 |
|
|
2020
Q3 | $1.52M | Buy |
7,292
+164
| +2% | +$34.3K | 1.28% | 18 |
|
|
2020
Q2 | $1.45M | Buy |
7,128
+262
| +4% | +$53.4K | 1.5% | 13 |
|
|
2020
Q1 | $1.25M | Buy |
+6,866
| New | +$1.25M | 2.02% | 10 |
|