CFP
Cascade Financial Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
22,935
+165
| +0.7% | +$82.1K | 1.37% | 15 |
|
|
2025
Q1 | $8.55M | Sell |
22,770
-419
| -2% | -$157K | 1.08% | 17 |
|
|
2024
Q4 | $9.77M | Buy |
23,189
+2,760
| +14% | +$1.16M | 1.27% | 14 |
|
|
2024
Q3 | $8.73M | Sell |
20,429
-8
| -0% | -$3.42K | 1.09% | 16 |
|
|
2024
Q2 | $9.13M | Buy |
20,437
+164
| +0.8% | +$73.3K | 1.2% | 14 |
|
|
2024
Q1 | $8.55M | Buy |
+20,273
| New | +$8.55M | 1.23% | 13 |
|