CWA
Clearview Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
4,593
-3
| -0.1% | -$1.49K | 1.59% | 18 |
|
|
2025
Q1 | $1.73M | Sell |
4,596
-48
| -1% | -$18K | 1.29% | 18 |
|
|
2024
Q4 | $1.96M | Sell |
4,644
-37
| -0.8% | -$15.6K | 1.49% | 15 |
|
|
2024
Q3 | $2.01M | Sell |
4,681
-169
| -3% | -$72.7K | 1.55% | 15 |
|
|
2024
Q2 | $2.17M | Sell |
4,850
-506
| -9% | -$226K | 1.89% | 13 |
|
|
2024
Q1 | $2.25M | Sell |
5,356
-249
| -4% | -$105K | 2.3% | 9 |
|
|
2023
Q4 | $2.11M | Buy |
5,605
+9
| +0.2% | +$3.38K | 2.46% | 5 |
|
|
2023
Q3 | $1.77M | Sell |
5,596
-243
| -4% | -$76.7K | 2.19% | 7 |
|
|
2023
Q2 | $1.99M | Sell |
5,839
-109
| -2% | -$37.1K | 2.02% | 9 |
|
|
2023
Q1 | $1.71M | Sell |
5,948
-1,593
| -21% | -$459K | 1.74% | 9 |
|
|
2022
Q4 | $1.81M | Sell |
7,541
-237
| -3% | -$56.8K | 1.4% | 14 |
|
|
2022
Q3 | $1.81M | Hold |
7,778
| – | – | 1.44% | 13 |
|
|
2022
Q2 | $2M | Buy |
7,778
+53
| +0.7% | +$13.6K | 1.5% | 13 |
|
|
2022
Q1 | $2.38M | Sell |
7,725
-1,919
| -20% | -$592K | 1.56% | 12 |
|
|
2021
Q4 | $3.24M | Sell |
9,644
-741
| -7% | -$249K | 1.98% | 11 |
|
|
2021
Q3 | $2.93M | Buy |
10,385
+352
| +4% | +$99.2K | 1.85% | 11 |
|
|
2021
Q2 | $2.72M | Sell |
10,033
-182
| -2% | -$49.3K | 1.68% | 12 |
|
|
2021
Q1 | $2.41M | Buy |
10,215
+4
| +0% | +$943 | 1.56% | 13 |
|
|
2020
Q4 | $2.27M | Buy |
+10,211
| New | +$2.27M | 1.53% | 15 |
|