CSWM
Cassady Schiller Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.94M | Sell |
6,975
-286
| -4% | -$121K | 1.08% | 19 |
|
|
2024
Q3 | $3.12M | Sell |
7,261
-121
| -2% | -$52.1K | 1.14% | 19 |
|
|
2024
Q2 | $3.3M | Sell |
7,382
-851
| -10% | -$380K | 1.34% | 17 |
|
|
2024
Q1 | $3.46M | Buy |
8,233
+920
| +13% | +$387K | 1.55% | 14 |
|
|
2023
Q4 | $2.75M | Buy |
7,313
+33
| +0.5% | +$12.4K | 1.38% | 15 |
|
|
2023
Q3 | $2.3M | Buy |
7,280
+139
| +2% | +$43.9K | 1.27% | 18 |
|
|
2023
Q2 | $2.43M | Sell |
7,141
-206
| -3% | -$70.1K | 1.32% | 16 |
|
|
2023
Q1 | $2.12M | Buy |
7,347
+120
| +2% | +$34.6K | 1% | 19 |
|
|
2022
Q4 | $1.73M | Sell |
7,227
-783
| -10% | -$188K | 1.07% | 22 |
|
|
2022
Q3 | $1.87M | Buy |
8,010
+320
| +4% | +$74.5K | 1.08% | 19 |
|
|
2022
Q2 | $1.98M | Buy |
7,690
+81
| +1% | +$20.8K | 1.04% | 18 |
|
|
2022
Q1 | $2.35M | Buy |
7,609
+1,485
| +24% | +$458K | 1.13% | 16 |
|
|
2021
Q4 | $2.06M | Buy |
+6,124
| New | +$2.06M | 1.24% | 19 |
|