CCG 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
2025
Q2
$6.57M Buy
2025
Q1
$4.67M Buy
2024
Q4
$5.17M Buy
2024
Q3
$5.21M Buy
2024
Q2
$5.29M Buy
2024
Q1
$4.66M Buy
2023
Q4
$3.83M Sell
2023
Q3
$6.49M Sell
2023
Q2
$7.03M Buy
2023
Q1
$5.94M Sell
2022
Q4
$7.55M Buy
2022
Q3
$7.25M Sell
2022
Q2
$8.02M Buy
2022
Q1
$9.17M Buy
2021
Q4
$6.25M Sell
2021
Q3
$9.46M Buy
2021
Q2
$1.24M Buy
2021
Q1
$1.07M Sell
2020
Q4
$1.02M Buy
2020
Q3
$241K Hold
2020
Q2
$234K Sell
2020
Q1
$233K Buy
2019
Q4
$222K Buy