Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $3.3M | Sell |
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|
2024
Q1 | $3.46M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.12M | Buy |
|
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2.06M | Buy |
|