CWM
C2C Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05M | Hold |
16,187
| – | – | 7.29% | 1 |
|
|
2025
Q1 | $6.08M | Sell |
16,187
-244
| -1% | -$91.6K | 5.71% | 5 |
|
|
2024
Q4 | $6.93M | Buy |
16,431
+244
| +2% | +$103K | 6.42% | 3 |
|
|
2024
Q3 | $6.58M | Sell |
16,187
-50
| -0.3% | -$20.3K | 6.13% | 3 |
|
|
2024
Q2 | $7.26M | Hold |
16,237
| – | – | 7.1% | 2 |
|
|
2024
Q1 | $6.83M | Sell |
16,237
-5,454
| -25% | -$2.29M | 6.78% | 2 |
|
|
2023
Q4 | $8.14M | Sell |
21,691
-8,772
| -29% | -$3.29M | 6.9% | 2 |
|
|
2023
Q3 | $9.72M | Sell |
30,463
-324
| -1% | -$103K | 1.38% | 4 |
|
|
2023
Q2 | $10.7M | Buy |
30,787
+377
| +1% | +$130K | 1.41% | 4 |
|
|
2023
Q1 | $8.62M | Buy |
30,410
+2,884
| +10% | +$817K | 1.39% | 4 |
|
|
2022
Q4 | $6.43M | Sell |
27,526
-785
| -3% | -$184K | 1.11% | 5 |
|
|
2022
Q3 | $7.05M | Sell |
28,311
-2,101
| -7% | -$523K | 1.38% | 5 |
|
|
2022
Q2 | $7.89M | Sell |
30,412
-1,352
| -4% | -$351K | 1.45% | 4 |
|
|
2022
Q1 | $9.11M | Sell |
31,764
-902
| -3% | -$259K | 1.55% | 4 |
|
|
2021
Q4 | $11M | Buy |
+32,666
| New | +$11M | 1.58% | 4 |
|