Caldwell Trust’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
74,659
+265
|
|
||||
|
2025
Q1 | $27.9M | Sell |
74,394
-6,121
|
|
||||
|
2024
Q4 | $33.9M | Sell |
80,515
-966
|
|
||||
|
2024
Q3 | $35.1M | Sell |
81,481
-931
|
|
||||
|
2024
Q2 | $36.8M | Buy |
82,412
+1,415
|
|
||||
|
2024
Q1 | $34.1M | Sell |
80,997
-874
|
|
||||
|
2023
Q4 | $30.8M | Sell |
81,871
-505
|
|
||||
|
2023
Q3 | $26M | Buy |
82,376
+467
|
|
||||
|
2023
Q2 | $27.9M | Buy |
81,909
+2,509
|
|
||||
|
2023
Q1 | $22.9M | Sell |
79,400
-4,780
|
|
||||
|
2022
Q4 | $20.2M | Buy |
84,180
+1,402
|
|
||||
|
2022
Q3 | $19.3M | Sell |
82,778
-2,092
|
|
||||
|
2022
Q2 | $21.8M | Buy |
84,870
+467
|
|
||||
|
2022
Q1 | $26M | Sell |
84,403
-297
|
|
||||
|
2021
Q4 | $28.5M | Buy |
84,700
+95
|
|
||||
|
2021
Q3 | $23.9M | Buy |
84,605
+2,891
|
|
||||
|
2021
Q2 | $22.1M | Sell |
81,714
-2,090
|
|
||||
|
2021
Q1 | $19.8M | Sell |
83,804
-608
|
|
||||
|
2020
Q4 | $18.8M | Buy |
84,412
+434
|
|
||||
|
2020
Q3 | $17.7M | Sell |
83,978
-4,926
|
|
||||
|
2020
Q2 | $18.1M | Sell |
88,904
-683
|
|
||||
|
2020
Q1 | $14.1M | Sell |
89,587
-75
|
|
||||
|
2019
Q4 | $14.1M | Buy |
+89,662
|
|