TCWA
Turtle Creek Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
61,994
+4,320
| +7% | +$2.15M | 3.64% | 3 |
|
|
2025
Q1 | $21.7M | Buy |
57,674
+21,679
| +60% | +$8.14M | 3.23% | 6 |
|
|
2024
Q4 | $15.2M | Buy |
35,995
+4,684
| +15% | +$1.97M | 3.5% | 7 |
|
|
2024
Q3 | $13.5M | Buy |
31,311
+1,003
| +3% | +$432K | 2.7% | 5 |
|
|
2024
Q2 | $13.5M | Buy |
30,308
+3,778
| +14% | +$1.69M | 3.14% | 3 |
|
|
2024
Q1 | $11.2M | Buy |
26,530
+1,391
| +6% | +$585K | 2.74% | 5 |
|
|
2023
Q4 | $9.45M | Buy |
+25,139
| New | +$9.45M | 2.78% | 6 |
|