CWMU
Caliber Wealth Management (Utah)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.77M | Sell |
8,961
-96
| -1% | -$40.4K | 2% | 11 |
|
|
2023
Q4 | $3.41M | Buy |
9,057
+169
| +2% | +$63.6K | 2% | 12 |
|
|
2023
Q3 | $2.81M | Buy |
8,888
+316
| +4% | +$99.8K | 1.89% | 11 |
|
|
2023
Q2 | $2.92M | Sell |
8,572
-612
| -7% | -$208K | 1.96% | 10 |
|
|
2023
Q1 | $2.65M | Sell |
9,184
-121
| -1% | -$34.9K | 1.98% | 11 |
|
|
2022
Q4 | $2.23M | Sell |
9,305
-1,769
| -16% | -$424K | 1.71% | 14 |
|
|
2022
Q3 | $2.58M | Buy |
11,074
+119
| +1% | +$27.7K | 2.04% | 13 |
|
|
2022
Q2 | $2.81M | Sell |
10,955
-907
| -8% | -$233K | 2.19% | 11 |
|
|
2022
Q1 | $3.66M | Buy |
11,862
+875
| +8% | +$270K | 2.33% | 8 |
|
|
2021
Q4 | $3.41M | Buy |
10,987
+815
| +8% | +$253K | 2.35% | 9 |
|
|
2021
Q3 | $3.13M | Buy |
10,172
+50
| +0.5% | +$15.4K | 2.2% | 5 |
|
|
2021
Q2 | $2.74M | Sell |
10,122
-406
| -4% | -$110K | 1.94% | 7 |
|
|
2021
Q1 | $2.48M | Buy |
10,528
+1,280
| +14% | +$302K | 1.8% | 10 |
|
|
2020
Q4 | $2.06M | Buy |
+9,248
| New | +$2.06M | 2.02% | 12 |
|