CWA
CJM Wealth Advisers’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
4,987
+68
| +1% | +$33.8K | 0.83% | 15 |
|
|
2025
Q1 | $1.85M | Sell |
4,919
-277
| -5% | -$104K | 0.65% | 17 |
|
|
2024
Q4 | $2.19M | Sell |
5,196
-2
| -0% | -$843 | 0.74% | 14 |
|
|
2024
Q3 | $2.24M | Buy |
5,198
+442
| +9% | +$190K | 0.77% | 13 |
|
|
2024
Q2 | $2.17M | Sell |
4,756
-9
| -0.2% | -$4.11K | 0.8% | 13 |
|
|
2024
Q1 | $2M | Sell |
4,765
-162
| -3% | -$68.2K | 0.76% | 15 |
|
|
2023
Q4 | $1.85M | Sell |
4,927
-47
| -0.9% | -$17.7K | 0.82% | 16 |
|
|
2023
Q3 | $1.57M | Buy |
4,974
+516
| +12% | +$163K | 0.76% | 16 |
|
|
2023
Q2 | $1.52M | Hold |
4,458
| – | – | 0.77% | 18 |
|
|
2023
Q1 | $1.29M | Buy |
4,458
+368
| +9% | +$106K | 0.73% | 19 |
|
|
2022
Q4 | $981K | Sell |
4,090
-43
| -1% | -$10.3K | 0.6% | 21 |
|
|
2022
Q3 | $963K | Buy |
4,133
+42
| +1% | +$9.78K | 0.69% | 21 |
|
|
2022
Q2 | $1.05M | Buy |
4,091
+4
| +0.1% | +$1.03K | 0.73% | 20 |
|
|
2022
Q1 | $1.26M | Hold |
4,087
| – | – | 0.86% | 19 |
|
|
2021
Q4 | $1.37M | Buy |
+4,087
| New | +$1.37M | 0.98% | 14 |
|