CWA
Carolina Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91K | Buy |
183
+21
| +13% | +$10.4K | 0.04% | 79 |
|
|
2025
Q1 | $60.8K | Sell |
162
-37
| -19% | -$13.9K | 0.03% | 85 |
|
|
2024
Q4 | $83.9K | Sell |
199
-139
| -41% | -$58.6K | 0.05% | 83 |
|
|
2024
Q3 | $145K | Buy |
338
+31
| +10% | +$13.3K | 0.07% | 60 |
|
|
2024
Q2 | $137K | Hold |
307
| – | – | 0.07% | 62 |
|
|
2024
Q1 | $129K | Buy |
307
+1
| +0.3% | +$421 | 0.07% | 68 |
|
|
2023
Q4 | $115K | Hold |
306
| – | – | 0.06% | 79 |
|
|
2023
Q3 | $96.6K | Buy |
306
+3
| +1% | +$947 | 0.05% | 89 |
|
|
2023
Q2 | $103K | Buy |
303
+85
| +39% | +$28.9K | 0.06% | 76 |
|
|
2023
Q1 | $62.8K | Hold |
218
| – | – | 0.04% | 96 |
|
|
2022
Q4 | $52K | Sell |
218
-50
| -19% | -$11.9K | 0.03% | 98 |
|
|
2022
Q3 | $62K | Sell |
268
-8
| -3% | -$1.85K | 0.05% | 89 |
|
|
2022
Q2 | $71K | Sell |
276
-8
| -3% | -$2.06K | 0.05% | 102 |
|
|
2022
Q1 | $88K | Sell |
284
-7
| -2% | -$2.17K | 0.06% | 101 |
|
|
2021
Q4 | $98K | Hold |
291
| – | – | 0.06% | 102 |
|
|
2021
Q3 | $82K | Sell |
291
-42
| -13% | -$11.8K | 0.05% | 105 |
|
|
2021
Q2 | $90K | Sell |
333
-40
| -11% | -$10.8K | 0.06% | 110 |
|
|
2021
Q1 | $88K | Buy |
373
+60
| +19% | +$14.2K | 0.06% | 102 |
|
|
2020
Q4 | $70K | Sell |
313
-28
| -8% | -$6.26K | 0.06% | 64 |
|
|
2020
Q3 | $72K | Buy |
341
+57
| +20% | +$12K | 0.06% | 56 |
|
|
2020
Q2 | $58K | Hold |
284
| – | – | 0.06% | 55 |
|
|
2020
Q1 | $45K | Buy |
284
+49
| +21% | +$7.76K | 0.05% | 57 |
|
|
2019
Q4 | $37K | Buy |
+235
| New | +$37K | 0.04% | 74 |
|