CWA
Canvas Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
62,527
+514
| +0.8% | +$263K | 6.32% | 1 |
|
|
2025
Q1 | $22.7M | Buy |
62,013
+4,428
| +8% | +$1.62M | 5.84% | 1 |
|
|
2024
Q4 | $24.3M | Buy |
57,585
+2,838
| +5% | +$1.2M | 6.09% | 2 |
|
|
2024
Q3 | $23.6M | Buy |
54,747
+3,684
| +7% | +$1.59M | 6.51% | 2 |
|
|
2024
Q2 | $21.6M | Sell |
51,063
-602
| -1% | -$255K | 6.68% | 1 |
|
|
2024
Q1 | $21.3M | Buy |
51,665
+1,381
| +3% | +$569K | 7.15% | 1 |
|
|
2023
Q4 | $19.5M | Sell |
50,284
-2,637
| -5% | -$1.02M | 7.1% | 2 |
|
|
2023
Q3 | $17.3M | Sell |
52,921
-2,542
| -5% | -$830K | 7.1% | 2 |
|
|
2023
Q2 | $19.1M | Sell |
55,463
-4,650
| -8% | -$1.6M | 7.11% | 2 |
|
|
2023
Q1 | $18.3M | Sell |
60,113
-13,442
| -18% | -$4.1M | 7.7% | 1 |
|
|
2022
Q4 | $17.3M | Sell |
73,555
-485
| -0.7% | -$114K | 7.25% | 2 |
|
|
2022
Q3 | $17.1M | Buy |
74,040
+1,822
| +3% | +$421K | 7.29% | 2 |
|
|
2022
Q2 | $18.5M | Buy |
72,218
+1,085
| +2% | +$279K | 7.46% | 2 |
|
|
2022
Q1 | $20M | Buy |
71,133
+4,372
| +7% | +$1.23M | 7.31% | 2 |
|
|
2021
Q4 | $22.5M | Buy |
66,761
+1,747
| +3% | +$588K | 8.08% | 2 |
|
|
2021
Q3 | $18.3M | Buy |
65,014
+1,876
| +3% | +$529K | 7.49% | 2 |
|
|
2021
Q2 | $17.1M | Buy |
63,138
+13,023
| +26% | +$3.53M | 7.67% | 2 |
|
|
2021
Q1 | $12.8M | Buy |
+50,115
| New | +$12.8M | 7.48% | 2 |
|