CWM
Certus Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
821
| – | – | 0.26% | 45 |
|
|
2025
Q1 | $369K | Hold |
821
| – | – | 0.25% | 45 |
|
|
2024
Q4 | $339K | Sell |
821
-33
| -4% | -$13.6K | 0.23% | 46 |
|
|
2024
Q3 | $368K | Hold |
854
| – | – | 0.26% | 42 |
|
|
2024
Q2 | $382K | Hold |
854
| – | – | 0.29% | 46 |
|
|
2024
Q1 | $347K | Buy |
+854
| New | +$347K | 0.28% | 45 |
|
|
2023
Q3 | – | Sell |
-834
| Closed | -$284K | – | 60 |
|
|
2023
Q2 | $284K | Buy |
+834
| New | +$284K | 0.28% | 52 |
|