TSWM
Tyler-Stone Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
23,497
+625
| +3% | +$311K | 1.88% | 10 |
|
|
2025
Q1 | $8.59M | Buy |
22,872
+615
| +3% | +$231K | 1.54% | 12 |
|
|
2024
Q4 | $9.38M | Buy |
22,257
+778
| +4% | +$328K | 1.67% | 12 |
|
|
2024
Q3 | $9.24M | Buy |
21,479
+11,638
| +118% | +$5.01M | 1.75% | 10 |
|
|
2024
Q2 | $4.4M | Sell |
9,841
-189
| -2% | -$84.5K | 1.81% | 8 |
|
|
2024
Q1 | $4.22M | Buy |
10,030
+557
| +6% | +$234K | 1.87% | 7 |
|
|
2023
Q4 | $3.56M | Buy |
9,473
+547
| +6% | +$206K | 1.78% | 7 |
|
|
2023
Q3 | $2.82M | Buy |
8,926
+291
| +3% | +$91.9K | 1.61% | 13 |
|
|
2023
Q2 | $2.94M | Buy |
+8,635
| New | +$2.94M | 1.66% | 11 |
|
|
2022
Q4 | $1.91M | Buy |
7,942
+8
| +0.1% | +$1.92K | 1.3% | 17 |
|
|
2022
Q3 | $1.85M | Buy |
7,934
+470
| +6% | +$109K | 1.41% | 14 |
|
|
2022
Q2 | $1.92M | Buy |
7,464
+359
| +5% | +$92.2K | 1.28% | 17 |
|
|
2022
Q1 | $2.19M | Buy |
7,105
+302
| +4% | +$93.1K | 1.2% | 18 |
|
|
2021
Q4 | $2.29M | Buy |
+6,803
| New | +$2.29M | 1.21% | 17 |
|