CWM
Centurion Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Sell |
14,269
-2,164
| -13% | -$1.08M | 2.03% | 11 |
|
|
2025
Q1 | $6.93M | Hold |
16,433
| – | – | 2.17% | 11 |
|
|
2024
Q4 | $6.93M | Sell |
16,433
-444
| -3% | -$187K | 2.17% | 11 |
|
|
2024
Q3 | $7.26M | Buy |
+16,877
| New | +$7.26M | 2.32% | 10 |
|
|
2024
Q1 | $5.53M | Buy |
13,151
+45
| +0.3% | +$18.9K | 2.18% | 12 |
|
|
2023
Q4 | $4.93M | Sell |
13,106
-593
| -4% | -$223K | 2.11% | 11 |
|
|
2023
Q3 | $4.33M | Sell |
13,699
-3,010
| -18% | -$950K | 2.12% | 11 |
|
|
2023
Q2 | $5.69M | Sell |
16,709
-119
| -0.7% | -$40.5K | 2.74% | 8 |
|
|
2023
Q1 | $4.85M | Buy |
16,828
+248
| +1% | +$71.5K | 2.46% | 9 |
|
|
2022
Q4 | $3.98M | Buy |
+16,580
| New | +$3.98M | 2.24% | 10 |
|