Twin Peaks Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
12,420
+428
| +4% | +$227K | 2.13% | 14 |
|
|
2025
Q1 | $4.63M | Sell |
11,992
-718
| -6% | -$277K | 2.11% | 14 |
|
|
2024
Q4 | $5.36M | Buy |
12,710
+73
| +0.6% | +$30.8K | 2.26% | 12 |
|
|
2024
Q3 | $5.44M | Sell |
12,637
-229
| -2% | -$98.5K | 2.51% | 10 |
|
|
2024
Q2 | $5.75M | Buy |
12,866
+929
| +8% | +$415K | 2.87% | 7 |
|
|
2024
Q1 | $5.02M | Sell |
11,937
-514
| -4% | -$216K | 2.79% | 10 |
|
|
2023
Q4 | $4.68M | Buy |
+12,451
| New | +$4.68M | 2.99% | 8 |
|