CWM
Cahaba Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
11,558
-754
| -6% | -$375K | 0.45% | 21 |
|
|
2025
Q1 | $4.62M | Buy |
12,312
+180
| +1% | +$67.6K | 0.38% | 24 |
|
|
2024
Q4 | $5.11M | Sell |
12,132
-148
| -1% | -$62.4K | 0.42% | 23 |
|
|
2024
Q3 | $5.28M | Buy |
12,280
+17
| +0.1% | +$7.32K | 0.44% | 22 |
|
|
2024
Q2 | $5.48M | Sell |
12,263
-617
| -5% | -$276K | 0.48% | 23 |
|
|
2024
Q1 | $5.42M | Sell |
12,880
-128
| -1% | -$53.9K | 0.49% | 22 |
|
|
2023
Q4 | $4.89M | Sell |
13,008
-253
| -2% | -$95.1K | 0.49% | 25 |
|
|
2023
Q3 | $4.19M | Buy |
13,261
+1,859
| +16% | +$587K | 0.46% | 25 |
|
|
2023
Q2 | $3.88M | Sell |
11,402
-316
| -3% | -$108K | 0.42% | 25 |
|
|
2023
Q1 | $3.38M | Buy |
11,718
+873
| +8% | +$252K | 0.39% | 25 |
|
|
2022
Q4 | $2.6M | Buy |
10,845
+294
| +3% | +$70.5K | 0.32% | 26 |
|
|
2022
Q3 | $2.46M | Buy |
10,551
+653
| +7% | +$152K | 0.34% | 26 |
|
|
2022
Q2 | $2.54M | Sell |
9,898
-678
| -6% | -$174K | 0.36% | 22 |
|
|
2022
Q1 | $2.94M | Buy |
10,576
+1,139
| +12% | +$316K | 0.4% | 22 |
|
|
2021
Q4 | $3.17M | Sell |
9,437
-562
| -6% | -$189K | 0.42% | 22 |
|
|
2021
Q3 | $2.82M | Buy |
9,999
+7,979
| +395% | +$2.25M | 0.41% | 24 |
|
|
2021
Q2 | $575K | Sell |
2,020
-1,969
| -49% | -$560K | 0.09% | 51 |
|
|
2021
Q1 | $940K | Sell |
3,989
-480
| -11% | -$113K | 0.15% | 41 |
|
|
2020
Q4 | $1.01M | Buy |
4,469
+1,034
| +30% | +$233K | 0.17% | 42 |
|
|
2020
Q3 | $722K | Sell |
3,435
-93
| -3% | -$19.5K | 0.14% | 48 |
|
|
2020
Q2 | $719K | Buy |
3,528
+88
| +3% | +$17.9K | 0.15% | 45 |
|
|
2020
Q1 | $542K | Buy |
3,440
+225
| +7% | +$35.5K | 0.14% | 46 |
|
|
2019
Q4 | $507K | Sell |
3,215
-146
| -4% | -$23K | 0.11% | 50 |
|
|
2019
Q3 | $467K | Buy |
3,361
+35
| +1% | +$4.86K | 0.11% | 52 |
|
|
2019
Q2 | $445K | Buy |
3,326
+127
| +4% | +$17K | 0.11% | 52 |
|
|
2019
Q1 | $377K | Buy |
3,199
+475
| +17% | +$56K | 0.1% | 54 |
|
|
2018
Q4 | $276K | Sell |
2,724
-1,151
| -30% | -$117K | 0.09% | 63 |
|
|
2018
Q3 | $448K | Buy |
3,875
+593
| +18% | +$68.6K | 0.15% | 49 |
|
|
2018
Q2 | $348K | Sell |
3,282
-83
| -2% | -$8.8K | 0.12% | 52 |
|
|
2018
Q1 | $298K | Sell |
3,365
-81
| -2% | -$7.17K | 0.12% | 50 |
|
|
2017
Q4 | $294K | Buy |
3,446
+26
| +0.8% | +$2.22K | 0.12% | 46 |
|
|
2017
Q3 | $255K | Buy |
+3,420
| New | +$255K | 0.12% | 47 |
|