TCM
TruNorth Capital Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
5,271
-242
| -4% | -$120K | 0.58% | 23 |
|
|
2025
Q1 | $2.07M | Buy |
5,513
+2,329
| +73% | +$874K | 0.51% | 24 |
|
|
2024
Q4 | $1.34M | Sell |
3,184
-220
| -6% | -$92.7K | 0.37% | 26 |
|
|
2024
Q3 | $1.46M | Buy |
3,404
+402
| +13% | +$173K | 0.43% | 27 |
|
|
2024
Q2 | $1.34M | Buy |
3,002
+351
| +13% | +$157K | 0.44% | 26 |
|
|
2024
Q1 | $1.12M | Buy |
+2,651
| New | +$1.12M | 0.38% | 28 |
|