TA
TruWealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3M | Buy |
95,066
+2,894
| +3% | +$1.44M | 2.6% | 9 |
|
|
2025
Q1 | $34.6M | Buy |
92,172
+3,232
| +4% | +$1.21M | 2.09% | 12 |
|
|
2024
Q4 | $37.5M | Buy |
88,940
+1,734
| +2% | +$731K | 2.26% | 13 |
|
|
2024
Q3 | $37.5M | Buy |
87,206
+1,207
| +1% | +$519K | 2.3% | 10 |
|
|
2024
Q2 | $38.4M | Buy |
85,999
+1,615
| +2% | +$722K | 2.56% | 8 |
|
|
2024
Q1 | $35.5M | Buy |
84,384
+433
| +0.5% | +$182K | 2.48% | 10 |
|
|
2023
Q4 | $31.6M | Buy |
83,951
+1,440
| +2% | +$541K | 2.41% | 11 |
|
|
2023
Q3 | $26.1M | Sell |
82,511
-14,321
| -15% | -$4.52M | 2.24% | 12 |
|
|
2023
Q2 | $33M | Buy |
96,832
+186
| +0.2% | +$63.3K | 2.83% | 8 |
|
|
2023
Q1 | $27.9M | Buy |
96,646
+1,897
| +2% | +$547K | 2.55% | 8 |
|
|
2022
Q4 | $22.7M | Buy |
94,749
+2,591
| +3% | +$621K | 2.22% | 12 |
|
|
2022
Q3 | $21.5M | Buy |
92,158
+1,514
| +2% | +$353K | 2.27% | 9 |
|
|
2022
Q2 | $23.3M | Buy |
90,644
+23,048
| +34% | +$5.92M | 2.49% | 9 |
|
|
2022
Q1 | $20.8M | Buy |
67,596
+2,887
| +4% | +$890K | 2.17% | 13 |
|
|
2021
Q4 | $21.8M | Buy |
64,709
+1,320
| +2% | +$444K | 2.2% | 11 |
|
|
2021
Q3 | $17.9M | Buy |
63,389
+437
| +0.7% | +$123K | 1.99% | 10 |
|
|
2021
Q2 | $17.1M | Buy |
62,952
+1,863
| +3% | +$505K | 2% | 10 |
|
|
2021
Q1 | $14.4M | Buy |
61,089
+3,554
| +6% | +$838K | 1.96% | 13 |
|
|
2020
Q4 | $12.8M | Buy |
+57,535
| New | +$12.8M | 1.91% | 13 |
|