CastleKeep Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
4,189
+219
| +6% | +$109K | 1.02% | 23 |
|
|
2025
Q1 | $1.49M | Buy |
3,970
+84
| +2% | +$31.5K | 0.77% | 31 |
|
|
2024
Q4 | $1.64M | Buy |
3,886
+417
| +12% | +$176K | 1.15% | 29 |
|
|
2024
Q3 | $1.49M | Sell |
3,469
-98
| -3% | -$42.2K | 1.02% | 15 |
|
|
2024
Q2 | $1.59M | Sell |
3,567
-10
| -0.3% | -$4.47K | 1.23% | 14 |
|
|
2024
Q1 | $1.5M | Sell |
3,577
-372
| -9% | -$157K | 1.08% | 15 |
|
|
2023
Q4 | $1.48M | Buy |
+3,949
| New | +$1.48M | 1.05% | 15 |
|