CWP
CFM Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
50,442
+242
| +0.5% | +$120K | 3.99% | 3 |
|
|
2025
Q1 | $18.8M | Buy |
50,200
+480
| +1% | +$180K | 3.32% | 5 |
|
|
2024
Q4 | $21M | Sell |
49,720
-91
| -0.2% | -$38.4K | 3.53% | 5 |
|
|
2024
Q3 | $21.4M | Buy |
49,811
+34
| +0.1% | +$14.6K | 3.74% | 4 |
|
|
2024
Q2 | $22.2M | Buy |
49,777
+1,368
| +3% | +$611K | 4.09% | 4 |
|
|
2024
Q1 | $20.4M | Buy |
48,409
+1,345
| +3% | +$566K | 4.09% | 3 |
|
|
2023
Q4 | $17.7M | Buy |
47,064
+184
| +0.4% | +$69.2K | 4% | 3 |
|
|
2023
Q3 | $14.8M | Buy |
46,880
+2,062
| +5% | +$651K | 3.88% | 5 |
|
|
2023
Q2 | $15.3M | Sell |
44,818
-661
| -1% | -$225K | 3.71% | 4 |
|
|
2023
Q1 | $13.1M | Buy |
45,479
+44
| +0.1% | +$12.7K | 3.53% | 4 |
|
|
2022
Q4 | $10.9M | Sell |
45,435
-1,169
| -3% | -$280K | 3.26% | 4 |
|
|
2022
Q3 | $10.9M | Sell |
46,604
-668
| -1% | -$156K | 3.47% | 6 |
|
|
2022
Q2 | $12.1M | Sell |
47,272
-3,275
| -6% | -$841K | 3.64% | 5 |
|
|
2022
Q1 | $15.6M | Buy |
50,547
+730
| +1% | +$225K | 3.73% | 5 |
|
|
2021
Q4 | $16.7M | Buy |
49,817
+1,608
| +3% | +$538K | 3.72% | 5 |
|
|
2021
Q3 | $13.6M | Buy |
48,209
+857
| +2% | +$242K | 3.42% | 4 |
|
|
2021
Q2 | $12.8M | Buy |
47,352
+626
| +1% | +$170K | 3.41% | 5 |
|
|
2021
Q1 | $11M | Buy |
46,726
+507
| +1% | +$120K | 3.32% | 5 |
|
|
2020
Q4 | $10.3M | Buy |
46,219
+2,662
| +6% | +$592K | 3.28% | 4 |
|
|
2020
Q3 | $9.16M | Buy |
43,557
+1,769
| +4% | +$372K | 3.34% | 5 |
|
|
2020
Q2 | $8.5M | Buy |
41,788
+1,020
| +3% | +$208K | 3.23% | 3 |
|
|
2020
Q1 | $6.43M | Buy |
40,768
+5,169
| +15% | +$815K | 2.99% | 4 |
|
|
2019
Q4 | $5.92M | Buy |
+35,599
| New | +$5.92M | 2.18% | 11 |
|