CSC
Caldwell Sutter Capital’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
8,656
-317
| -4% | -$158K | 1.97% | 6 |
|
|
2025
Q1 | $3.37M | Sell |
8,973
-403
| -4% | -$151K | 1.6% | 7 |
|
|
2024
Q4 | $3.95M | Sell |
9,376
-284
| -3% | -$120K | 1.84% | 5 |
|
|
2024
Q3 | $4.16M | Sell |
9,660
-350
| -3% | -$151K | 1.94% | 3 |
|
|
2024
Q2 | $4.47M | Buy |
10,010
+55
| +0.6% | +$24.6K | 2.21% | 3 |
|
|
2024
Q1 | $4.19M | Sell |
9,955
-428
| -4% | -$180K | 2.02% | 4 |
|
|
2023
Q4 | $3.9M | Sell |
10,383
-359
| -3% | -$135K | 1.98% | 4 |
|
|
2023
Q3 | $3.39M | Sell |
10,742
-313
| -3% | -$98.8K | 1.88% | 5 |
|
|
2023
Q2 | $3.76M | Buy |
11,055
+3,309
| +43% | +$1.13M | 1.97% | 4 |
|
|
2023
Q1 | $2.23M | Buy |
7,746
+1,684
| +28% | +$486K | 1.63% | 14 |
|
|
2022
Q4 | $1.45M | Buy |
+6,062
| New | +$1.45M | 1.28% | 23 |
|