CTWM
Cherry Tree Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
7,689
-168
| -2% | -$83.6K | 0.89% | 35 |
|
|
2025
Q1 | $2.95M | Buy |
7,857
+7
| +0.1% | +$2.63K | 0.71% | 37 |
|
|
2024
Q4 | $3.31M | Sell |
7,850
-52
| -0.7% | -$21.9K | 0.82% | 37 |
|
|
2024
Q3 | $3.4M | Sell |
7,902
-500
| -6% | -$215K | 0.81% | 35 |
|
|
2024
Q2 | $3.76M | Sell |
8,402
-123
| -1% | -$55K | 0.94% | 32 |
|
|
2024
Q1 | $3.59M | Buy |
8,525
+164
| +2% | +$69K | 0.9% | 29 |
|
|
2023
Q4 | $3.14M | Sell |
8,361
-36
| -0.4% | -$13.5K | 0.84% | 32 |
|
|
2023
Q3 | $2.65M | Buy |
8,397
+172
| +2% | +$54.3K | 0.78% | 30 |
|
|
2023
Q2 | $2.8M | Buy |
+8,225
| New | +$2.8M | 0.82% | 29 |
|