CW
Connectus Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $116M | Sell |
428,145
-333,049
| -44% | -$90.1M | 3.17% | 3 |
|
|
2023
Q4 | $228M | Buy |
761,194
+148,808
| +24% | +$44.6M | 4.67% | 3 |
|
|
2023
Q3 | $189M | Sell |
612,386
-18,718
| -3% | -$5.76M | 4.2% | 2 |
|
|
2023
Q2 | $209M | Buy |
631,104
+45,821
| +8% | +$15.2M | 4.81% | 2 |
|
|
2023
Q1 | $163M | Buy |
585,283
+24,083
| +4% | +$6.71M | 4.01% | 2 |
|
|
2022
Q4 | $180M | Sell |
561,200
-93,421
| -14% | -$30M | 4.26% | 2 |
|
|
2022
Q3 | $198M | Sell |
654,621
-153,209
| -19% | -$46.3M | 4.12% | 2 |
|
|
2022
Q2 | $208M | Buy |
807,830
+412,948
| +105% | +$106M | 4.74% | 2 |
|
|
2022
Q1 | $127M | Sell |
394,882
-60,212
| -13% | -$19.3M | 4.01% | 2 |
|
|
2021
Q4 | $153M | Buy |
455,094
+208,594
| +85% | +$70.2M | 5.93% | 2 |
|
|
2021
Q3 | $69.5M | Buy |
246,500
+343
| +0.1% | +$96.7K | 7.77% | 2 |
|
|
2021
Q2 | $66.7M | Buy |
246,157
+611
| +0.2% | +$166K | 7.49% | 3 |
|
|
2021
Q1 | $61.2M | Buy |
+245,546
| New | +$61.2M | 7.33% | 3 |
|