CWM
Cedar Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
4,259
-38
| -0.9% | -$18.9K | 0.72% | 19 |
|
|
2025
Q1 | $1.61M | Buy |
4,297
+114
| +3% | +$42.8K | 0.57% | 19 |
|
|
2024
Q4 | $1.76M | Sell |
4,183
-1,132
| -21% | -$477K | 0.64% | 17 |
|
|
2024
Q3 | $2.29M | Sell |
5,315
-129
| -2% | -$55.5K | 0.71% | 22 |
|
|
2024
Q2 | $2.43M | Sell |
5,444
-322
| -6% | -$144K | 0.79% | 19 |
|
|
2024
Q1 | $2.43M | Buy |
5,766
+767
| +15% | +$323K | 0.8% | 21 |
|
|
2023
Q4 | $1.88M | Buy |
4,999
+411
| +9% | +$155K | 0.68% | 21 |
|
|
2023
Q3 | $1.45M | Buy |
4,588
+15
| +0.3% | +$4.74K | 0.57% | 27 |
|
|
2023
Q2 | $1.56M | Sell |
4,573
-1,504
| -25% | -$512K | 0.6% | 24 |
|
|
2023
Q1 | $1.75M | Sell |
6,077
-315
| -5% | -$90.8K | 0.72% | 22 |
|
|
2022
Q4 | $1.53M | Sell |
6,392
-164
| -3% | -$39.3K | 0.76% | 19 |
|
|
2022
Q3 | $1.53M | Hold |
6,556
| – | – | 0.76% | 22 |
|
|
2022
Q2 | $1.68M | Sell |
6,556
-227
| -3% | -$58.3K | 0.77% | 24 |
|
|
2022
Q1 | $2.09M | Buy |
6,783
+114
| +2% | +$35.1K | 0.85% | 24 |
|
|
2021
Q4 | $2.24M | Buy |
6,669
+654
| +11% | +$220K | 0.91% | 22 |
|
|
2021
Q3 | $1.7M | Sell |
6,015
-624
| -9% | -$176K | 0.75% | 27 |
|
|
2021
Q2 | $1.8M | Buy |
6,639
+181
| +3% | +$49K | 0.81% | 25 |
|
|
2021
Q1 | $1.52M | Buy |
6,458
+315
| +5% | +$74.3K | 0.76% | 26 |
|
|
2020
Q4 | $1.37M | Sell |
6,143
-291
| -5% | -$64.7K | 0.73% | 27 |
|
|
2020
Q3 | $1.35M | Sell |
6,434
-247
| -4% | -$51.9K | 0.84% | 20 |
|
|
2020
Q2 | $1.36M | Hold |
6,681
| – | – | 0.92% | 16 |
|
|
2020
Q1 | $1.05M | Sell |
6,681
-754
| -10% | -$119K | 0.71% | 20 |
|
|
2019
Q4 | $1.17M | Sell |
7,435
-534
| -7% | -$84.2K | 0.69% | 21 |
|
|
2019
Q3 | $1.11M | Sell |
7,969
-299
| -4% | -$41.6K | 0.74% | 15 |
|
|
2019
Q2 | $1.11M | Hold |
8,268
| – | – | 0.72% | 14 |
|
|
2019
Q1 | $975K | Sell |
8,268
-777
| -9% | -$91.6K | 0.61% | 15 |
|
|
2018
Q4 | $919K | Sell |
9,045
-385
| -4% | -$39.1K | 0.66% | 16 |
|
|
2018
Q3 | $1.08M | Buy |
9,430
+661
| +8% | +$75.6K | 0.57% | 15 |
|
|
2018
Q2 | $865K | Buy |
8,769
+333
| +4% | +$32.8K | 0.49% | 12 |
|
|
2018
Q1 | $770K | Buy |
8,436
+310
| +4% | +$28.3K | 0.48% | 12 |
|
|
2017
Q4 | $695K | Sell |
8,126
-718
| -8% | -$61.4K | 0.41% | 14 |
|
|
2017
Q3 | $659K | Buy |
8,844
+455
| +5% | +$33.9K | 0.39% | 14 |
|
|
2017
Q2 | $578K | Sell |
8,389
-986
| -11% | -$67.9K | 0.38% | 13 |
|
|
2017
Q1 | $617K | Sell |
9,375
-610
| -6% | -$40.1K | 0.38% | 14 |
|
|
2016
Q4 | $620K | Buy |
9,985
+965
| +11% | +$59.9K | 0.42% | 12 |
|
|
2016
Q3 | $520K | Buy |
9,020
+177
| +2% | +$10.2K | 0.36% | 12 |
|
|
2016
Q2 | $452K | Buy |
8,843
+920
| +12% | +$47K | 0.29% | 11 |
|
|
2016
Q1 | $438K | Buy |
7,923
+7,033
| +790% | +$389K | 0.3% | 11 |
|
|
2015
Q4 | $49K | Buy |
+890
| New | +$49K | 0.04% | 18 |
|