CPA
Clear Point Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
1,434
+31
| +2% | +$15.7K | 0.61% | 44 |
|
|
2025
Q1 | $527K | Sell |
1,403
-246
| -15% | -$92.3K | 0.47% | 61 |
|
|
2024
Q4 | $695K | Sell |
1,649
-80
| -5% | -$33.7K | 0.59% | 46 |
|
|
2024
Q3 | $744K | Buy |
1,729
+7
| +0.4% | +$3.01K | 0.58% | 43 |
|
|
2024
Q2 | $770K | Buy |
1,722
+2
| +0.1% | +$894 | 0.63% | 39 |
|
|
2024
Q1 | $724K | Buy |
1,720
+183
| +12% | +$77K | 0.6% | 45 |
|
|
2023
Q4 | $578K | Buy |
+1,537
| New | +$578K | 0.51% | 52 |
|