CWM
Castle Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Sell |
11,033
-260
| -2% | -$129K | 1.99% | 10 |
|
|
2025
Q1 | $4.24M | Buy |
11,293
+452
| +4% | +$170K | 1.66% | 19 |
|
|
2024
Q4 | $4.57M | Buy |
10,841
+611
| +6% | +$258K | 1.8% | 14 |
|
|
2024
Q3 | $4.4M | Buy |
10,230
+2,503
| +32% | +$1.08M | 1.76% | 20 |
|
|
2024
Q2 | $3.45M | Buy |
7,727
+10
| +0.1% | +$4.47K | 1.65% | 23 |
|
|
2024
Q1 | $3.25M | Sell |
7,717
-371
| -5% | -$156K | 1.7% | 21 |
|
|
2023
Q4 | $3.04M | Buy |
8,088
+102
| +1% | +$38.4K | 1.82% | 19 |
|
|
2023
Q3 | $2.52M | Buy |
7,986
+162
| +2% | +$51.2K | 1.8% | 22 |
|
|
2023
Q2 | $2.66M | Sell |
7,824
-283
| -3% | -$96.4K | 1.86% | 20 |
|
|
2023
Q1 | $2.34M | Sell |
8,107
-488
| -6% | -$141K | 1.81% | 18 |
|
|
2022
Q4 | $2.06M | Sell |
8,595
-496
| -5% | -$119K | 1.3% | 22 |
|
|
2022
Q3 | $2.12M | Buy |
9,091
+337
| +4% | +$78.5K | 1.28% | 22 |
|
|
2022
Q2 | $2.25M | Buy |
+8,754
| New | +$2.25M | 1.31% | 21 |
|