CWA
Cascade Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
6,640
+2,720
| +69% | +$1.42M | 1.96% | 16 |
|
|
2025
Q1 | $1.51M | Sell |
3,920
-30
| -0.8% | -$11.6K | 1.05% | 20 |
|
|
2024
Q4 | $1.66M | Buy |
3,950
+30
| +0.8% | +$12.6K | 1.13% | 23 |
|
|
2024
Q3 | $1.69M | Sell |
3,920
-240
| -6% | -$103K | 1.21% | 23 |
|
|
2024
Q2 | $1.74M | Sell |
4,160
-250
| -6% | -$105K | 1.29% | 22 |
|
|
2024
Q1 | $1.86M | Buy |
+4,410
| New | +$1.86M | 1.58% | 19 |
|