TPWA
TRUE Private Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
32,741
-1,686
| -5% | -$839K | 1.83% | 16 |
|
|
2025
Q1 | $12.9M | Sell |
34,427
-297
| -0.9% | -$111K | 1.57% | 18 |
|
|
2024
Q4 | $14.6M | Sell |
34,724
-721
| -2% | -$304K | 1.78% | 12 |
|
|
2024
Q3 | $15.3M | Sell |
35,445
-8,090
| -19% | -$3.48M | 1.82% | 12 |
|
|
2024
Q2 | $19.5M | Sell |
43,535
-207
| -0.5% | -$92.5K | 2.2% | 12 |
|
|
2024
Q1 | $18.4M | Sell |
43,742
-5,696
| -12% | -$2.4M | 2.11% | 12 |
|
|
2023
Q4 | $18.6M | Sell |
49,438
-593
| -1% | -$223K | 2.35% | 11 |
|
|
2023
Q3 | $15.8M | Buy |
50,031
+597
| +1% | +$189K | 2.19% | 13 |
|
|
2023
Q2 | $16.8M | Sell |
49,434
-3,939
| -7% | -$1.34M | 2.49% | 11 |
|
|
2023
Q1 | $15.4M | Sell |
53,373
-631
| -1% | -$182K | 2.28% | 13 |
|
|
2022
Q4 | $13M | Buy |
54,004
+876
| +2% | +$210K | 1.99% | 10 |
|
|
2022
Q3 | $12.4M | Buy |
53,128
+546
| +1% | +$127K | 1.87% | 9 |
|
|
2022
Q2 | $13.5M | Buy |
52,582
+524
| +1% | +$135K | 1.96% | 11 |
|
|
2022
Q1 | $15.1M | Buy |
52,058
+993
| +2% | +$288K | 2.12% | 9 |
|
|
2021
Q4 | $17.2M | Buy |
51,065
+823
| +2% | +$277K | 2.44% | 13 |
|
|
2021
Q3 | $14.2M | Sell |
50,242
-2,963
| -6% | -$835K | 2.06% | 14 |
|
|
2021
Q2 | $14.4M | Sell |
53,205
-170
| -0.3% | -$46.1K | 2.14% | 13 |
|
|
2021
Q1 | $12.6M | Buy |
53,375
+4,536
| +9% | +$1.07M | 2.03% | 12 |
|
|
2020
Q4 | $10.9M | Buy |
48,839
+279
| +0.6% | +$62.1K | 1.82% | 12 |
|
|
2020
Q3 | $10.2M | Buy |
48,560
+5,173
| +12% | +$1.09M | 1.74% | 14 |
|
|
2020
Q2 | $8.83M | Buy |
43,387
+801
| +2% | +$163K | 1.62% | 13 |
|
|
2020
Q1 | $6.72M | Buy |
42,586
+10,250
| +32% | +$1.62M | 1.43% | 16 |
|
|
2019
Q4 | $5.1M | Buy |
32,336
+6,845
| +27% | +$1.08M | 0.78% | 17 |
|
|
2019
Q3 | $3.54M | Buy |
25,491
+714
| +3% | +$99.3K | 0.61% | 25 |
|
|
2019
Q2 | $3.32M | Buy |
24,777
+147
| +0.6% | +$19.7K | 0.57% | 27 |
|
|
2019
Q1 | $2.9M | Sell |
24,630
-26,080
| -51% | -$3.07M | 0.55% | 28 |
|
|
2018
Q4 | $5.15M | Buy |
50,710
+8,672
| +21% | +$881K | 0.91% | 18 |
|
|
2018
Q3 | $4.81M | Sell |
42,038
-5
| -0% | -$572 | 0.68% | 32 |
|
|
2018
Q2 | $4.15M | Buy |
42,043
+1,586
| +4% | +$156K | 0.65% | 35 |
|
|
2018
Q1 | $3.69M | Buy |
40,457
+1,015
| +3% | +$92.6K | 0.63% | 34 |
|
|
2017
Q4 | $3.37M | Buy |
39,442
+15,376
| +64% | +$1.31M | 0.58% | 37 |
|
|
2017
Q3 | $1.79M | Buy |
24,066
+299
| +1% | +$22.3K | 0.4% | 41 |
|
|
2017
Q2 | $1.64M | Buy |
23,767
+2,671
| +13% | +$184K | 0.38% | 40 |
|
|
2017
Q1 | $1.39M | Sell |
21,096
-989
| -4% | -$64.9K | 0.32% | 45 |
|
|
2016
Q4 | $1.4M | Buy |
22,085
+5,035
| +30% | +$320K | 0.34% | 44 |
|
|
2016
Q3 | $970K | Sell |
17,050
-777
| -4% | -$44.2K | 0.31% | 46 |
|
|
2016
Q2 | $912K | Buy |
17,827
+859
| +5% | +$43.9K | 0.31% | 46 |
|
|
2016
Q1 | $937K | Buy |
16,968
+5,376
| +46% | +$297K | 0.36% | 39 |
|
|
2015
Q4 | $643K | Buy |
+11,592
| New | +$643K | 0.28% | 50 |
|