Clearwater Capital Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Sell |
15,357
-344
| -2% | -$171K | 0.7% | 32 |
|
|
2025
Q1 | $5.89M | Sell |
15,701
-556
| -3% | -$209K | 0.57% | 36 |
|
|
2024
Q4 | $6.85M | Sell |
16,257
-1,784
| -10% | -$752K | 0.67% | 32 |
|
|
2024
Q3 | $7.76M | Buy |
18,041
+10,069
| +126% | +$4.33M | 0.76% | 31 |
|
|
2024
Q2 | $3.56M | Buy |
7,972
+464
| +6% | +$207K | 0.38% | 40 |
|
|
2024
Q1 | $3.16M | Buy |
7,508
+279
| +4% | +$117K | 0.34% | 44 |
|
|
2023
Q4 | $2.72M | Buy |
7,229
+162
| +2% | +$60.9K | 0.3% | 45 |
|
|
2023
Q3 | $2.23M | Sell |
7,067
-16
| -0.2% | -$5.05K | 0.27% | 45 |
|
|
2023
Q2 | $2.41M | Sell |
7,083
-1,040
| -13% | -$354K | 0.29% | 49 |
|
|
2023
Q1 | $2.34M | Buy |
8,123
+53
| +0.7% | +$15.3K | 0.29% | 50 |
|
|
2022
Q4 | $1.94M | Buy |
8,070
+82
| +1% | +$19.7K | 0.25% | 53 |
|
|
2022
Q3 | $1.86M | Buy |
7,988
+572
| +8% | +$133K | 0.26% | 58 |
|
|
2022
Q2 | $1.91M | Sell |
7,416
-14
| -0.2% | -$3.6K | 0.26% | 55 |
|
|
2022
Q1 | $2.29M | Buy |
7,430
+756
| +11% | +$233K | 0.26% | 53 |
|
|
2021
Q4 | $2.25M | Sell |
6,674
-123
| -2% | -$41.4K | 0.25% | 56 |
|
|
2021
Q3 | $1.92M | Hold |
6,797
| – | – | 0.22% | 59 |
|
|
2021
Q2 | $1.84M | Buy |
6,797
+10
| +0.1% | +$2.71K | 0.21% | 58 |
|
|
2021
Q1 | $1.6M | Buy |
6,787
+272
| +4% | +$64.1K | 0.2% | 60 |
|
|
2020
Q4 | $1.45M | Buy |
6,515
+324
| +5% | +$72.1K | 0.19% | 57 |
|
|
2020
Q3 | $1.3M | Sell |
6,191
-60
| -1% | -$12.6K | 0.2% | 55 |
|
|
2020
Q2 | $1.27M | Sell |
6,251
-165
| -3% | -$33.6K | 0.21% | 58 |
|
|
2020
Q1 | $1.01M | Buy |
6,416
+469
| +8% | +$74K | 0.22% | 65 |
|
|
2019
Q4 | $938K | Sell |
5,947
-86
| -1% | -$13.6K | 0.16% | 96 |
|
|
2019
Q3 | $839K | Sell |
6,033
-14
| -0.2% | -$1.95K | 0.15% | 113 |
|
|
2019
Q2 | $810K | Sell |
6,047
-565
| -9% | -$75.7K | 0.15% | 117 |
|
|
2019
Q1 | $780K | Sell |
6,612
-250
| -4% | -$29.5K | 0.15% | 121 |
|
|
2018
Q4 | $697K | Buy |
6,862
+311
| +5% | +$31.6K | 0.15% | 128 |
|
|
2018
Q3 | $749K | Buy |
6,551
+325
| +5% | +$37.2K | 0.15% | 118 |
|
|
2018
Q2 | $614K | Buy |
6,226
+528
| +9% | +$52.1K | 0.13% | 122 |
|
|
2018
Q1 | $520K | Buy |
5,698
+540
| +10% | +$49.3K | 0.11% | 124 |
|
|
2017
Q4 | $441K | Buy |
5,158
+156
| +3% | +$13.3K | 0.1% | 128 |
|
|
2017
Q3 | $382K | Buy |
5,002
+439
| +10% | +$33.5K | 0.09% | 132 |
|
|
2017
Q2 | $319K | Sell |
4,563
-2,030
| -31% | -$142K | 0.08% | 135 |
|
|
2017
Q1 | $432K | Buy |
6,593
+2,267
| +52% | +$149K | 0.12% | 118 |
|
|
2016
Q4 | $271K | Buy |
+4,326
| New | +$271K | 0.09% | 127 |
|