TPWM
Twelve Points Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
5,337
+196
| +4% | +$97.5K | 0.71% | 34 |
|
|
2025
Q1 | $1.93M | Buy |
5,141
+179
| +4% | +$67.2K | 0.52% | 41 |
|
|
2024
Q4 | $2.09M | Sell |
4,962
-488
| -9% | -$206K | 0.6% | 36 |
|
|
2024
Q3 | $2.35M | Buy |
5,450
+14
| +0.3% | +$6.02K | 0.74% | 30 |
|
|
2024
Q2 | $2.43M | Sell |
5,436
-224
| -4% | -$100K | 0.85% | 22 |
|
|
2024
Q1 | $2.38M | Sell |
5,660
-169
| -3% | -$71.1K | 0.87% | 20 |
|
|
2023
Q4 | $2.19M | Buy |
5,829
+213
| +4% | +$80.1K | 1.04% | 18 |
|
|
2023
Q3 | $1.77M | Sell |
5,616
-363
| -6% | -$115K | 0.88% | 30 |
|
|
2023
Q2 | $2.04M | Sell |
5,979
-23
| -0.4% | -$7.83K | 1.08% | 20 |
|
|
2023
Q1 | $1.73M | Sell |
6,002
-421
| -7% | -$121K | 0.99% | 22 |
|
|
2022
Q4 | $1.54M | Buy |
6,423
+826
| +15% | +$198K | 1.05% | 20 |
|
|
2022
Q3 | $1.3M | Buy |
5,597
+71
| +1% | +$16.5K | 1.01% | 21 |
|
|
2022
Q2 | $1.42M | Sell |
5,526
-11
| -0.2% | -$2.83K | 1.09% | 19 |
|
|
2022
Q1 | $1.71M | Sell |
5,537
-233
| -4% | -$71.8K | 1.28% | 11 |
|
|
2021
Q4 | $1.94M | Buy |
+5,770
| New | +$1.94M | 1.57% | 8 |
|