CWMK
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Caliber Wealth Management (Kansas)’s Microsoft MSFT Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$50.2M Buy
100,848
+4,589
+5% +$2.28M 5.39% 2
2025
Q1 		$36.1M Buy
+96,259
New +$36.1M 4.93% 4