TI
tru Independence’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
11,618
+1,180
| +11% | +$587K | 1.67% | 16 |
|
|
2025
Q1 | $3.92M | Buy |
10,438
+13
| +0.1% | +$4.88K | 1.22% | 41 |
|
|
2024
Q4 | $4.39M | Sell |
10,425
-909
| -8% | -$383K | 1.38% | 36 |
|
|
2024
Q3 | $4.88M | Buy |
11,334
+81
| +0.7% | +$34.9K | 1.43% | 33 |
|
|
2024
Q2 | $5.03M | Buy |
11,253
+412
| +4% | +$184K | 1.52% | 32 |
|
|
2024
Q1 | $4.56M | Sell |
10,841
-359
| -3% | -$151K | 1.34% | 40 |
|
|
2023
Q4 | $4.21M | Sell |
11,200
-25
| -0.2% | -$9.4K | 1.28% | 42 |
|
|
2023
Q3 | $3.54M | Buy |
11,225
+60
| +0.5% | +$18.9K | 1.23% | 41 |
|
|
2023
Q2 | $3.8M | Sell |
11,165
-1,324
| -11% | -$451K | 1.25% | 41 |
|
|
2023
Q1 | $3.6M | Sell |
12,489
-254
| -2% | -$73.2K | 1.16% | 47 |
|
|
2022
Q4 | $3.06M | Sell |
12,743
-25
| -0.2% | -$6K | 0.99% | 48 |
|
|
2022
Q3 | $2.97M | Sell |
12,768
-684
| -5% | -$159K | 1.05% | 48 |
|
|
2022
Q2 | $3.46M | Buy |
13,452
+174
| +1% | +$44.7K | 1.11% | 48 |
|
|
2022
Q1 | $4.09M | Buy |
13,278
+215
| +2% | +$66.3K | 1.11% | 45 |
|
|
2021
Q4 | $4.39M | Sell |
13,063
-130
| -1% | -$43.7K | 1.2% | 41 |
|
|
2021
Q3 | $3.72M | Sell |
13,193
-3,300
| -20% | -$930K | 1.04% | 51 |
|
|
2021
Q2 | $4.47M | Sell |
16,493
-12,711
| -44% | -$3.44M | 1.32% | 40 |
|
|
2021
Q1 | $6.89M | Sell |
29,204
-3,844
| -12% | -$906K | 1.3% | 14 |
|
|
2020
Q4 | $9.8K | Buy |
33,048
+1,407
| +4% | +$417 | 0.02% | 256 |
|
|
2020
Q3 | $6.65M | Sell |
31,641
-14,362
| -31% | -$3.02M | 1.89% | 9 |
|
|
2020
Q2 | $9.35K | Sell |
46,003
-18,268
| -28% | -$3.71K | 1.35% | 6 |
|
|
2020
Q1 | $10.1K | Sell |
64,271
-26,180
| -29% | -$4.13K | 1.65% | 9 |
|
|
2019
Q4 | $14.3M | Buy |
+90,451
| New | +$14.3M | 2.05% | 2 |
|