CWA
Clarus Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
4,823
+458
| +10% | +$227K | 1.11% | 22 |
|
|
2025
Q1 | $1.7M | Buy |
4,365
+717
| +20% | +$280K | 0.91% | 28 |
|
|
2024
Q4 | $1.52M | Buy |
3,648
+222
| +6% | +$92.6K | 0.76% | 40 |
|
|
2024
Q3 | $1.4M | Buy |
3,426
+99
| +3% | +$40.5K | 0.71% | 39 |
|
|
2024
Q2 | $1.55M | Buy |
3,327
+1
| +0% | +$466 | 0.82% | 35 |
|
|
2024
Q1 | $1.41M | Sell |
3,326
-72
| -2% | -$30.5K | 0.8% | 35 |
|
|
2023
Q4 | $1.34M | Buy |
+3,398
| New | +$1.34M | 0.79% | 34 |
|
|
2023
Q2 | $1.19M | Sell |
3,526
-361
| -9% | -$122K | 0.72% | 36 |
|
|
2023
Q1 | $1.13M | Sell |
3,887
-1,185
| -23% | -$346K | 0.71% | 36 |
|
|
2022
Q4 | $1.16M | Buy |
5,072
+382
| +8% | +$87.4K | 0.76% | 30 |
|
|
2022
Q3 | $1.08M | Buy |
4,690
+73
| +2% | +$16.7K | 0.77% | 30 |
|
|
2022
Q2 | $1.22M | Buy |
4,617
+654
| +17% | +$173K | 0.86% | 29 |
|
|
2022
Q1 | $1.13M | Buy |
3,963
+597
| +18% | +$170K | 0.7% | 31 |
|
|
2021
Q4 | $1.07M | Sell |
3,366
-163
| -5% | -$51.9K | 0.62% | 35 |
|
|
2021
Q3 | $1.02M | Sell |
3,529
-3
| -0.1% | -$866 | 0.63% | 35 |
|
|
2021
Q2 | $979K | Sell |
3,532
-10
| -0.3% | -$2.77K | 0.61% | 37 |
|
|
2021
Q1 | $906K | Sell |
3,542
-772
| -18% | -$197K | 0.57% | 37 |
|
|
2020
Q4 | $938K | Sell |
4,314
-1,572
| -27% | -$342K | 0.62% | 34 |
|
|
2020
Q3 | $1.21M | Buy |
5,886
+138
| +2% | +$28.4K | 0.94% | 27 |
|
|
2020
Q2 | $1.2M | Sell |
5,748
-4,529
| -44% | -$943K | 1.01% | 21 |
|
|
2020
Q1 | $1.58M | Sell |
10,277
-495
| -5% | -$76.2K | 1.58% | 12 |
|
|
2019
Q4 | $1.75M | Sell |
10,772
-481
| -4% | -$78K | 1.15% | 19 |
|
|
2019
Q3 | $1.56M | Buy |
11,253
+3,174
| +39% | +$441K | 1.14% | 17 |
|
|
2019
Q2 | $1.08M | Buy |
8,079
+373
| +5% | +$50K | 0.78% | 19 |
|
|
2019
Q1 | $909K | Sell |
7,706
-1,708
| -18% | -$201K | 0.68% | 19 |
|
|
2018
Q4 | $956K | Sell |
9,414
-222
| -2% | -$22.5K | 1.5% | 7 |
|
|
2018
Q3 | $1.1M | Buy |
9,636
+63
| +0.7% | +$7.21K | 0.72% | 20 |
|
|
2018
Q2 | $874K | Hold |
9,573
| – | – | 0.66% | 20 |
|
|
2018
Q1 | $874K | Sell |
9,573
-925
| -9% | -$84.5K | 0.81% | 20 |
|
|
2017
Q4 | $898K | Buy |
+10,498
| New | +$898K | 0.86% | 18 |
|