TIAM2
Tru Independence Asset Management 2’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
3,767
-386
| -9% | -$192K | 1.28% | 24 |
|
|
2025
Q1 | $1.56M | Sell |
4,153
-397
| -9% | -$149K | 1.17% | 25 |
|
|
2024
Q4 | $1.92M | Buy |
4,550
+126
| +3% | +$53.1K | 1.6% | 20 |
|
|
2024
Q3 | $1.9M | Buy |
+4,424
| New | +$1.9M | 1.6% | 19 |
|
|
2023
Q1 | $7.85M | Buy |
+27,245
| New | +$7.85M | 7.89% | 1 |
|
|
2022
Q3 | $2.8M | Buy |
12,018
+790
| +7% | +$184K | 2.97% | 10 |
|
|
2022
Q2 | $2.88M | Sell |
11,228
-5,938
| -35% | -$1.53M | 2.37% | 11 |
|
|
2022
Q1 | $5.29M | Sell |
17,166
-6,267
| -27% | -$1.93M | 3.04% | 7 |
|
|
2021
Q4 | $7.88M | Buy |
23,433
+2,846
| +14% | +$957K | 4.18% | 7 |
|
|
2021
Q3 | $5.8M | Buy |
20,587
+1,658
| +9% | +$467K | 4.12% | 6 |
|
|
2021
Q2 | $5.13M | Buy |
18,929
+3,616
| +24% | +$980K | 3.5% | 7 |
|
|
2021
Q1 | $3.61M | Buy |
15,313
+2,510
| +20% | +$592K | 2.86% | 11 |
|
|
2020
Q4 | $2.85M | Buy |
+12,803
| New | +$2.85M | 2.4% | 9 |
|