Carson Wealth (CWM LLC)’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 | $524M | Buy |
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|
2025
Q2 | $468M | Buy |
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|
2025
Q1 | $341M | Buy |
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|
2024
Q4 | $365M | Buy |
|
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|
2024
Q3 | $357M | Buy |
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|
2024
Q2 | $359M | Sell |
|
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|
2024
Q1 | $344M | Buy |
|
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|
2023
Q4 | $290M | Buy |
|
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|
2023
Q3 | $221M | Buy |
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|
2023
Q2 | $223M | Buy |
|
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|
2023
Q1 | $178M | Buy |
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|
2022
Q4 | $139M | Buy |
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|
2022
Q3 | $134M | Buy |
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|
2022
Q2 | $120M | Sell |
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|
2022
Q1 | $145M | Buy |
|
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|
2021
Q4 | $156M | Buy |
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|
2021
Q2 | $120M | Hold |
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|
2021
Q1 | $120M | Hold |
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|
2020
Q4 | $120M | Hold |
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|
2020
Q3 | $120M | Hold |
|
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|
2020
Q2 | $120M | Hold |
|
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|
2020
Q1 | $120M | Hold |
|
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|
2019
Q4 | $120M | Hold |
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|
2019
Q3 | $120M | Hold |
|
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|
2019
Q2 | $120M | Hold |
|
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|
2019
Q1 | $120M | Buy |
|
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|
2018
Q4 | $4.58M | Buy |
|
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|
2018
Q3 | $4.37M | Buy |
|
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|
2018
Q2 | $2.75M | Buy |
|
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|
2018
Q1 | $2.26M | Buy |
|
|||||
|
2017
Q4 | $2.03M | Buy |
|
|||||
|
2017
Q3 | $1.75M | Sell |
|
|||||
|
2017
Q2 | $2.1M | Sell |
|
|||||
|
2017
Q1 | $2.12M | Sell |
|
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|
2016
Q4 | $30.6M | Buy |
|
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|
2016
Q3 | $25M | Buy |
|
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|
2016
Q2 | $19M | Buy |
|
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|
2016
Q1 | $16.6M | Buy |
|
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|
2015
Q4 | $12.7M | Buy |
|
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|
2015
Q3 | $8.8M | Buy |
|
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|
2015
Q2 | $551K | Sell |
|
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|
2015
Q1 | $1.24M | Buy |
|
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|
2014
Q4 | $987K | Sell |
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|
2014
Q3 | $2.54M | Sell |
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|
2014
Q2 | $3.23M | Sell |
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|
2014
Q1 | $9.97M | Sell |
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|
2013
Q4 | $9.52M | Buy |
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|
2013
Q3 | $7.94M | Buy |
|