CM Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Sell |
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|
2025
Q1 | $5.71M | Sell |
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|
2024
Q4 | $6.58M | Sell |
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|
2024
Q3 | $6.82M | Buy |
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|
2024
Q2 | $5.54M | Buy |
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|
2024
Q1 | $4.72M | Buy |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.53M | Hold |
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|
2022
Q3 | $2.46B | Hold |
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|
2022
Q2 | $2.71M | Buy |
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