CWM
Collaborative Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
1,858
+10
| +0.5% | +$4.97K | 0.4% | 53 |
|
|
2025
Q1 | $694K | Sell |
1,848
-187
| -9% | -$70.2K | 0.32% | 67 |
|
|
2024
Q4 | $858K | Buy |
2,035
+2
| +0.1% | +$843 | 0.39% | 53 |
|
|
2024
Q3 | $875K | Sell |
2,033
-313
| -13% | -$135K | 0.4% | 54 |
|
|
2024
Q2 | $1.05M | Sell |
2,346
-21
| -0.9% | -$9.39K | 0.51% | 42 |
|
|
2024
Q1 | $996K | Sell |
2,367
-79
| -3% | -$33.2K | 0.5% | 49 |
|
|
2023
Q4 | $920K | Sell |
2,446
-93
| -4% | -$35K | 0.5% | 50 |
|
|
2023
Q3 | $802K | Buy |
2,539
+68
| +3% | +$21.5K | 0.48% | 52 |
|
|
2023
Q2 | $842K | Sell |
2,471
-177
| -7% | -$60.3K | 0.5% | 49 |
|
|
2023
Q1 | $763K | Sell |
2,648
-133
| -5% | -$38.3K | 0.48% | 57 |
|
|
2022
Q4 | $667K | Buy |
2,781
+29
| +1% | +$6.96K | 0.44% | 70 |
|
|
2022
Q3 | $641K | Buy |
2,752
+11
| +0.4% | +$2.56K | 0.45% | 67 |
|
|
2022
Q2 | $704K | Buy |
+2,741
| New | +$704K | 0.46% | 72 |
|
|
2021
Q4 | $897K | Buy |
+2,666
| New | +$897K | 0.49% | 64 |
|
|
2021
Q1 | $860K | Buy |
+2,791
| New | +$860K | 0.5% | 63 |
|