CWA
CM Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Sell |
12,730
-2,479
| -16% | -$1.23M | 1.86% | 13 |
|
|
2025
Q1 | $5.71M | Sell |
15,209
-400
| -3% | -$150K | 1.83% | 14 |
|
|
2024
Q4 | $6.58M | Sell |
15,609
-240
| -2% | -$101K | 2.15% | 11 |
|
|
2024
Q3 | $6.82M | Buy |
15,849
+3,464
| +28% | +$1.49M | 2.21% | 9 |
|
|
2024
Q2 | $5.54M | Buy |
12,385
+849
| +7% | +$379K | 2.63% | 8 |
|
|
2024
Q1 | $4.72M | Buy |
11,536
+953
| +9% | +$390K | 1.35% | 11 |
|
|
2023
Q4 | $3.98M | Sell |
10,583
-204
| -2% | -$76.7K | 1.71% | 10 |
|
|
2023
Q3 | $3.93M | Sell |
10,787
-608
| -5% | -$222K | 1.52% | 11 |
|
|
2023
Q2 | $3.86M | Buy |
+11,395
| New | +$3.86M | 1.26% | 13 |
|
|
2023
Q1 | – | Sell |
-10,547
| Closed | -$2.53M | – | 430 |
|
|
2022
Q4 | $2.53M | Hold |
10,547
| – | – | 1.29% | 10 |
|
|
2022
Q3 | $2.46B | Hold |
10,547
| – | – | 1.36% | 10 |
|
|
2022
Q2 | $2.71M | Buy |
+10,547
| New | +$2.71M | 1.66% | 8 |
|