CAWM
Capital Advisors Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
28,168
-718
| -2% | -$357K | 2.2% | 11 |
|
|
2025
Q1 | $10.8M | Buy |
28,886
+3,823
| +15% | +$1.44M | 1.92% | 14 |
|
|
2024
Q4 | $10.6M | Buy |
25,063
+1,926
| +8% | +$812K | 1.88% | 16 |
|
|
2024
Q3 | $9.96M | Buy |
23,137
+62
| +0.3% | +$26.7K | 1.83% | 16 |
|
|
2024
Q2 | $10.3M | Buy |
23,075
+1,600
| +7% | +$715K | 2.04% | 15 |
|
|
2024
Q1 | $9.03M | Buy |
21,475
+1,165
| +6% | +$490K | 1.87% | 15 |
|
|
2023
Q4 | $7.64M | Sell |
20,310
-9
| -0% | -$3.38K | 1.74% | 17 |
|
|
2023
Q3 | $6.42M | Buy |
20,319
+1,092
| +6% | +$345K | 1.68% | 18 |
|
|
2023
Q2 | $6.55M | Buy |
19,227
+397
| +2% | +$135K | 1.68% | 17 |
|
|
2023
Q1 | $5.43M | Buy |
18,830
+355
| +2% | +$102K | 1.5% | 20 |
|
|
2022
Q4 | $4.43M | Buy |
18,475
+732
| +4% | +$176K | 1.34% | 21 |
|
|
2022
Q3 | $4.13M | Buy |
17,743
+150
| +0.9% | +$34.9K | 1.37% | 22 |
|
|
2022
Q2 | $4.52M | Buy |
17,593
+324
| +2% | +$83.2K | 1.47% | 20 |
|
|
2022
Q1 | $5.32M | Buy |
17,269
+1,549
| +10% | +$478K | 1.63% | 20 |
|
|
2021
Q4 | $5.29M | Sell |
15,720
-89
| -0.6% | -$29.9K | 1.61% | 22 |
|
|
2021
Q3 | $4.46M | Sell |
15,809
-91
| -0.6% | -$25.7K | 1.58% | 21 |
|
|
2021
Q2 | $4.31M | Buy |
15,900
+509
| +3% | +$138K | 1.6% | 19 |
|
|
2021
Q1 | $3.63M | Buy |
+15,391
| New | +$3.63M | 1.57% | 21 |
|