CWM
Campbell Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.52M | Buy |
10,724
+3,021
| +39% | +$1.27M | 0.41% | 17 |
|
|
2024
Q3 | $3.31M | Buy |
+7,703
| New | +$3.31M | 0.3% | 21 |
|
|
2024
Q2 | – | Sell |
-8,937
| Closed | -$3.76M | – | 77 |
|
|
2024
Q1 | $3.76M | Buy |
8,937
+2,803
| +46% | +$1.18M | 0.37% | 18 |
|
|
2023
Q4 | $2.31M | Sell |
6,134
-2,057
| -25% | -$774K | 0.27% | 22 |
|
|
2023
Q3 | $2.59M | Buy |
8,191
+949
| +13% | +$300K | 0.31% | 22 |
|
|
2023
Q2 | $2.47M | Hold |
7,242
| – | – | 0.32% | 20 |
|
|
2023
Q1 | $2.09M | Sell |
7,242
-524
| -7% | -$151K | 0.26% | 24 |
|
|
2022
Q4 | $1.86M | Sell |
7,766
-36
| -0.5% | -$8.63K | 0.26% | 21 |
|
|
2022
Q3 | $1.82M | Buy |
7,802
+1,688
| +28% | +$393K | 0.26% | 22 |
|
|
2022
Q2 | $1.57M | Sell |
6,114
-1,393
| -19% | -$358K | 0.22% | 17 |
|
|
2022
Q1 | $2.31M | Sell |
7,507
-631
| -8% | -$195K | 0.28% | 16 |
|
|
2021
Q4 | $2.74M | Buy |
8,138
+88
| +1% | +$29.6K | 0.31% | 16 |
|
|
2021
Q3 | $2.27M | Sell |
8,050
-524
| -6% | -$148K | 0.3% | 15 |
|
|
2021
Q2 | $2.32M | Sell |
8,574
-5
| -0.1% | -$1.36K | 0.31% | 15 |
|
|
2021
Q1 | $2.02M | Sell |
8,579
-90
| -1% | -$21.2K | 0.28% | 16 |
|
|
2020
Q4 | $1.93M | Buy |
8,669
+6
| +0.1% | +$1.33K | 0.28% | 16 |
|
|
2020
Q3 | $1.82M | Buy |
8,663
+78
| +0.9% | +$16.4K | 0.3% | 17 |
|
|
2020
Q2 | $1.75M | Sell |
8,585
-92
| -1% | -$18.7K | 0.3% | 17 |
|
|
2020
Q1 | $1.37M | Buy |
8,677
+199
| +2% | +$31.4K | 0.3% | 16 |
|
|
2019
Q4 | $1.34M | Buy |
8,478
+57
| +0.7% | +$8.99K | 0.27% | 19 |
|
|
2019
Q3 | $1.17M | Sell |
8,421
-74
| -0.9% | -$10.3K | 0.26% | 19 |
|
|
2019
Q2 | $1.14M | Buy |
8,495
+94
| +1% | +$12.6K | 0.27% | 19 |
|
|
2019
Q1 | $991K | Buy |
8,401
+810
| +11% | +$95.5K | 0.26% | 19 |
|
|
2018
Q4 | $771K | Buy |
+7,591
| New | +$771K | 0.24% | 19 |
|