CWM
Comprehensive Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
4,663
-56
| -1% | -$27.9K | 1.87% | 12 |
|
|
2025
Q1 | $1.77M | Buy |
4,719
+97
| +2% | +$36.4K | 1.23% | 9 |
|
|
2024
Q4 | $1.95M | Buy |
4,622
+191
| +4% | +$80.5K | 1.46% | 7 |
|
|
2024
Q3 | $1.91M | Buy |
4,431
+5
| +0.1% | +$2.15K | 1.24% | 8 |
|
|
2024
Q2 | $1.98M | Sell |
4,426
-208
| -4% | -$93K | 1.45% | 6 |
|
|
2024
Q1 | $1.95M | Sell |
4,634
-665
| -13% | -$280K | 1.52% | 6 |
|
|
2023
Q4 | $1.99M | Sell |
5,299
-176
| -3% | -$66.2K | 1.8% | 9 |
|
|
2023
Q3 | $1.73M | Sell |
5,475
-67
| -1% | -$21.2K | 1.63% | 10 |
|
|
2023
Q2 | $1.89M | Buy |
5,542
+2
| +0% | +$681 | 1.63% | 10 |
|
|
2023
Q1 | $1.6M | Sell |
5,540
-330
| -6% | -$95.1K | 1.32% | 11 |
|
|
2022
Q4 | $1.41M | Buy |
5,870
+3,587
| +157% | +$860K | 1.3% | 10 |
|
|
2022
Q3 | $532K | Buy |
2,283
+86
| +4% | +$20K | 0.54% | 17 |
|
|
2022
Q2 | $564K | Buy |
2,197
+34
| +2% | +$8.73K | 0.49% | 15 |
|
|
2022
Q1 | $667K | Sell |
2,163
-886
| -29% | -$273K | 0.68% | 10 |
|
|
2021
Q4 | $1.03M | Buy |
3,049
+242
| +9% | +$81.4K | 0.75% | 9 |
|
|
2021
Q3 | $791K | Sell |
2,807
-30
| -1% | -$8.46K | 0.75% | 10 |
|
|
2021
Q2 | $769K | Sell |
2,837
-444
| -14% | -$120K | 0.77% | 9 |
|
|
2021
Q1 | $773K | Sell |
3,281
-114
| -3% | -$26.9K | 0.94% | 9 |
|
|
2020
Q4 | $755K | Buy |
+3,395
| New | +$755K | 0.69% | 6 |
|