Capital Advisors Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.8M | Buy |
|
|||||
|
2025
Q2 | $14M | Sell |
|
|||||
|
2025
Q1 | $10.8M | Buy |
|
|||||
|
2024
Q4 | $10.6M | Buy |
|
|||||
|
2024
Q3 | $9.96M | Buy |
|
|||||
|
2024
Q2 | $10.3M | Buy |
|
|||||
|
2024
Q1 | $9.03M | Buy |
|
|||||
|
2023
Q4 | $7.64M | Sell |
|
|||||
|
2023
Q3 | $6.42M | Buy |
|
|||||
|
2023
Q2 | $6.55M | Buy |
|
|||||
|
2023
Q1 | $5.43M | Buy |
|
|||||
|
2022
Q4 | $4.43M | Buy |
|
|||||
|
2022
Q3 | $4.13M | Buy |
|
|||||
|
2022
Q2 | $4.52M | Buy |
|
|||||
|
2022
Q1 | $5.32M | Buy |
|
|||||
|
2021
Q4 | $5.29M | Sell |
|
|||||
|
2021
Q3 | $4.46M | Sell |
|
|||||
|
2021
Q2 | $4.31M | Buy |
|
|||||
|
2021
Q1 | $3.63M | Buy |
|