CAM
Cobblestone Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
1,645
+98
| +6% | +$48.7K | 0.43% | 40 |
|
|
2025
Q1 | $581K | Buy |
1,547
+1,007
| +186% | +$378K | 0.34% | 40 |
|
|
2024
Q4 | $228K | Hold |
540
| – | – | 0.15% | 49 |
|
|
2024
Q3 | $232K | Hold |
540
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $241K | Hold |
540
| – | – | 0.16% | 42 |
|
|
2024
Q1 | $227K | Hold |
540
| – | – | 0.15% | 42 |
|
|
2023
Q4 | $203K | Buy |
+540
| New | +$203K | 0.15% | 39 |
|