TLFA
True Link Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
2,353
-9
| -0.4% | -$4.48K | 0.08% | 35 |
|
|
2025
Q1 | $887K | Sell |
2,362
-1,467
| -38% | -$551K | 0.07% | 37 |
|
|
2024
Q4 | $1.61M | Buy |
3,829
+585
| +18% | +$247K | 0.14% | 20 |
|
|
2024
Q3 | $1.4M | Buy |
3,244
+6
| +0.2% | +$2.58K | 0.12% | 20 |
|
|
2024
Q2 | $1.45M | Buy |
3,238
+211
| +7% | +$94.3K | 0.13% | 21 |
|
|
2024
Q1 | $1.27M | Buy |
3,027
+2,264
| +297% | +$953K | 0.12% | 24 |
|
|
2023
Q4 | $287K | Sell |
763
-604
| -44% | -$227K | 0.03% | 53 |
|
|
2023
Q3 | $432K | Buy |
1,367
+87
| +7% | +$27.5K | 0.05% | 78 |
|
|
2023
Q2 | $436K | Buy |
1,280
+112
| +10% | +$38.1K | 0.05% | 81 |
|
|
2023
Q1 | $337K | Sell |
1,168
-132
| -10% | -$38.1K | 0.04% | 94 |
|
|
2022
Q4 | $312K | Sell |
1,300
-80
| -6% | -$19.2K | 0.04% | 103 |
|
|
2022
Q3 | $321K | Buy |
1,380
+32
| +2% | +$7.44K | 0.05% | 103 |
|
|
2022
Q2 | $346K | Hold |
1,348
| – | – | 0.05% | 102 |
|
|
2022
Q1 | $416K | Hold |
1,348
| – | – | 0.06% | 91 |
|
|
2021
Q4 | $453K | Sell |
1,348
-169
| -11% | -$56.8K | 0.06% | 109 |
|
|
2021
Q3 | $428K | Hold |
1,517
| – | – | 0.06% | 103 |
|
|
2021
Q2 | $411K | Sell |
1,517
-5,320
| -78% | -$1.44M | 0.06% | 92 |
|
|
2021
Q1 | $1.61M | Sell |
6,837
-487
| -7% | -$115K | 0.23% | 50 |
|
|
2020
Q4 | $1.63M | Buy |
+7,324
| New | +$1.63M | 0.26% | 50 |
|