CMA
Cedar Mountain Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
4,522
-41
| -0.9% | -$20.4K | 0.47% | 25 |
|
|
2025
Q1 | $1.71M | Sell |
4,563
-76
| -2% | -$28.5K | 0.38% | 27 |
|
|
2024
Q4 | $1.96M | Sell |
4,639
-157
| -3% | -$66.2K | 0.43% | 27 |
|
|
2024
Q3 | $2.06M | Buy |
4,796
+4
| +0.1% | +$1.72K | 0.47% | 25 |
|
|
2024
Q2 | $2.14M | Sell |
4,792
-2
| -0% | -$894 | 0.53% | 20 |
|
|
2024
Q1 | $2.02M | Buy |
4,794
+3
| +0.1% | +$1.26K | 0.51% | 22 |
|
|
2023
Q4 | $1.8M | Sell |
4,791
-25
| -0.5% | -$9.4K | 0.49% | 23 |
|
|
2023
Q3 | $1.52M | Sell |
4,816
-52
| -1% | -$16.4K | 0.45% | 23 |
|
|
2023
Q2 | $1.66M | Buy |
4,868
+4
| +0.1% | +$1.36K | 0.47% | 23 |
|
|
2023
Q1 | $1.4M | Buy |
4,864
+1,918
| +65% | +$553K | 0.42% | 23 |
|
|
2022
Q4 | $706K | Sell |
2,946
-319
| -10% | -$76.5K | 0.22% | 24 |
|
|
2022
Q3 | $760K | Sell |
3,265
-18
| -0.5% | -$4.19K | 0.25% | 23 |
|
|
2022
Q2 | $843K | Buy |
3,283
+784
| +31% | +$201K | 0.29% | 22 |
|
|
2022
Q1 | $771K | Hold |
2,499
| – | – | 0.23% | 23 |
|
|
2021
Q4 | $840K | Buy |
2,499
+1
| +0% | +$336 | 0.26% | 20 |
|
|
2021
Q3 | $704K | Buy |
2,498
+33
| +1% | +$9.3K | 0.23% | 20 |
|
|
2021
Q2 | $668K | Buy |
2,465
+8
| +0.3% | +$2.17K | 0.22% | 21 |
|
|
2021
Q1 | $579K | Hold |
2,457
| – | – | 0.2% | 23 |
|
|
2020
Q4 | $546K | Sell |
2,457
-7
| -0.3% | -$1.56K | 0.2% | 23 |
|
|
2020
Q3 | $518K | Sell |
2,464
-7
| -0.3% | -$1.47K | 0.21% | 22 |
|
|
2020
Q2 | $503K | Buy |
2,471
+249
| +11% | +$50.7K | 0.22% | 22 |
|
|
2020
Q1 | $350K | Buy |
2,222
+1
| +0% | +$158 | 0.18% | 21 |
|
|
2019
Q4 | $350K | Buy |
+2,221
| New | +$350K | 0.14% | 24 |
|