CCWM
Cassaday & Co Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Buy |
68,667
+3,161
| +5% | +$1.57M | 0.85% | 17 |
|
|
2025
Q1 | $24.6M | Buy |
65,506
+939
| +1% | +$352K | 0.69% | 18 |
|
|
2024
Q4 | $27.2M | Buy |
64,567
+331
| +0.5% | +$140K | 0.74% | 17 |
|
|
2024
Q3 | $27.6M | Buy |
64,236
+2,936
| +5% | +$1.26M | 0.78% | 15 |
|
|
2024
Q2 | $27.4M | Buy |
61,300
+908
| +2% | +$406K | 0.86% | 16 |
|
|
2024
Q1 | $25.4M | Buy |
60,392
+7,343
| +14% | +$3.09M | 0.83% | 17 |
|
|
2023
Q4 | $19.9M | Sell |
53,049
-3,585
| -6% | -$1.35M | 0.69% | 17 |
|
|
2023
Q3 | $17.9M | Buy |
56,634
+1,493
| +3% | +$471K | 0.75% | 15 |
|
|
2023
Q2 | $18.8M | Buy |
55,141
+6,988
| +15% | +$2.38M | 0.74% | 15 |
|
|
2023
Q1 | $13.9M | Buy |
48,153
+5,300
| +12% | +$1.53M | 0.59% | 16 |
|
|
2022
Q4 | $10.3M | Buy |
+42,853
| New | +$10.3M | 0.47% | 23 |
|