CWM
MSFT icon

Centricity Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.95M Sell
3,927
-31
-0.8% -$15.4K 1.56% 17
2025
Q1
$1.49M Hold
3,958
1.35% 17
2024
Q4
$1.67M Buy
+3,958
New +$1.67M 1.56% 17