CWM
Congress Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244M | Buy |
490,591
+78,719
| +19% | +$39.2M | 2.36% | 3 |
|
|
2025
Q1 | $156M | Buy |
411,872
+113,974
| +38% | +$43M | 1.86% | 3 |
|
|
2024
Q4 | $126M | Sell |
297,898
-22,216
| -7% | -$9.36M | 1.73% | 4 |
|
|
2024
Q3 | $138M | Buy |
320,114
+78,303
| +32% | +$33.7M | 1.84% | 4 |
|
|
2024
Q2 | $108M | Buy |
241,811
+68,172
| +39% | +$30.5M | 1.72% | 7 |
|
|
2024
Q1 | $73.1M | Sell |
173,639
-14,319
| -8% | -$6.02M | 1.26% | 13 |
|
|
2023
Q4 | $70.7M | Buy |
187,958
+19,031
| +11% | +$7.16M | 1.3% | 14 |
|
|
2023
Q3 | $53.3M | Buy |
168,927
+5,473
| +3% | +$1.73M | 1.1% | 17 |
|
|
2023
Q2 | $55.7M | Buy |
163,454
+58
| +0% | +$19.8K | 1.29% | 15 |
|
|
2023
Q1 | $47.1M | Buy |
163,396
+885
| +0.5% | +$255K | 1.14% | 18 |
|
|
2022
Q4 | $39M | Buy |
162,511
+2,323
| +1% | +$557K | 1% | 18 |
|
|
2022
Q3 | $37.3M | Buy |
160,188
+1,929
| +1% | +$449K | 1.01% | 18 |
|
|
2022
Q2 | $40.6M | Sell |
158,259
-3,573
| -2% | -$918K | 1.04% | 18 |
|
|
2022
Q1 | $49.9M | Sell |
161,832
-8,506
| -5% | -$2.62M | 1.09% | 20 |
|
|
2021
Q4 | $57.3M | Buy |
+170,338
| New | +$57.3M | 1.14% | 17 |
|