TW
TritonPoint Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Sell |
82,595
-1,666
| -2% | -$829K | 3.8% | 2 |
|
|
2025
Q1 | $31.6M | Buy |
84,261
+540
| +0.6% | +$203K | 3.01% | 4 |
|
|
2024
Q4 | $35.3M | Sell |
83,721
-422
| -0.5% | -$178K | 3.19% | 3 |
|
|
2024
Q3 | $36M | Buy |
84,143
+2,979
| +4% | +$1.28M | 3.29% | 2 |
|
|
2024
Q2 | $36.3M | Buy |
81,164
+6,743
| +9% | +$3.01M | 3.49% | 2 |
|
|
2024
Q1 | $26.9M | Sell |
74,421
-8,323
| -10% | -$3M | 2.81% | 4 |
|
|
2023
Q4 | $31.1M | Buy |
+82,744
| New | +$31.1M | 3.04% | 3 |
|