CWP
Concord Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
38,984
-1,484
| -4% | -$738K | 2.83% | 8 |
|
|
2025
Q1 | $15.2M | Sell |
40,468
-3,367
| -8% | -$1.26M | 2.49% | 9 |
|
|
2024
Q4 | $18.5M | Buy |
43,835
+2,093
| +5% | +$882K | 3.03% | 7 |
|
|
2024
Q3 | $18M | Buy |
41,742
+2,833
| +7% | +$1.22M | 3% | 8 |
|
|
2024
Q2 | $17.4M | Buy |
38,909
+1,422
| +4% | +$636K | 3.07% | 7 |
|
|
2024
Q1 | $15.8M | Buy |
37,487
+6,106
| +19% | +$2.57M | 2.84% | 8 |
|
|
2023
Q4 | $11.8M | Buy |
31,381
+3,703
| +13% | +$1.39M | 2.36% | 9 |
|
|
2023
Q3 | $8.74M | Buy |
27,678
+3,073
| +12% | +$970K | 1.86% | 14 |
|
|
2023
Q2 | $8.38M | Buy |
24,605
+4,976
| +25% | +$1.69M | 1.8% | 18 |
|
|
2023
Q1 | $5.66M | Buy |
19,629
+956
| +5% | +$276K | 1.61% | 19 |
|
|
2022
Q4 | $4.48M | Sell |
18,673
-4,372
| -19% | -$1.05M | 1.35% | 21 |
|
|
2022
Q3 | $5.37M | Sell |
23,045
-208
| -0.9% | -$48.4K | 1.7% | 15 |
|
|
2022
Q2 | $5.97M | Buy |
23,253
+3,461
| +17% | +$889K | 1.64% | 15 |
|
|
2022
Q1 | $6.1M | Buy |
19,792
+1,024
| +5% | +$316K | 1.58% | 14 |
|
|
2021
Q4 | $6.31M | Buy |
18,768
+6,897
| +58% | +$2.32M | 1.54% | 13 |
|
|
2021
Q3 | $3.35M | Sell |
11,871
-4,807
| -29% | -$1.36M | 1.37% | 12 |
|
|
2021
Q2 | $4.52M | Buy |
16,678
+12
| +0.1% | +$3.25K | 1.3% | 12 |
|
|
2021
Q1 | $3.93M | Buy |
16,666
+2,617
| +19% | +$617K | 1.32% | 15 |
|
|
2020
Q4 | $3.13M | Buy |
+14,049
| New | +$3.13M | 2.41% | 5 |
|