TWM
TSA Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
2,528
+379
| +18% | +$189K | 0.46% | 36 |
|
|
2025
Q1 | $807K | Buy |
2,149
+73
| +4% | +$27.4K | 0.32% | 40 |
|
|
2024
Q4 | $875K | Sell |
2,076
-9
| -0.4% | -$3.79K | 0.36% | 35 |
|
|
2024
Q3 | $897K | Buy |
2,085
+242
| +13% | +$104K | 0.36% | 34 |
|
|
2024
Q2 | $824K | Buy |
1,843
+263
| +17% | +$118K | 0.35% | 36 |
|
|
2024
Q1 | $665K | Sell |
1,580
-42
| -3% | -$17.7K | 0.29% | 35 |
|
|
2023
Q4 | $610K | Buy |
+1,622
| New | +$610K | 0.28% | 36 |
|