Cassaday & Co Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$34.2M Buy
2025
Q1
$24.6M Buy
2024
Q4
$27.2M Buy
2024
Q3
$27.6M Buy
2024
Q2
$27.4M Buy
2024
Q1
$25.4M Buy
2023
Q4
$19.9M Sell
2023
Q3
$17.9M Buy
2023
Q2
$18.8M Buy
2023
Q1
$13.9M Buy
2022
Q4
$10.3M Buy