CWA
Consilio Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Buy |
58,687
+7,917
| +16% | +$3.93M | 10.38% | 2 |
|
|
2025
Q1 | $19.1M | Buy |
50,770
+580
| +1% | +$218K | 7.96% | 3 |
|
|
2024
Q4 | $21.2M | Sell |
50,190
-1,198
| -2% | -$505K | 8.65% | 3 |
|
|
2024
Q3 | $22.1M | Buy |
51,388
+1,709
| +3% | +$735K | 9.12% | 2 |
|
|
2024
Q2 | $22.2M | Buy |
49,679
+1,434
| +3% | +$641K | 9.96% | 2 |
|
|
2024
Q1 | $20.3M | Sell |
48,245
-852
| -2% | -$358K | 9.51% | 3 |
|
|
2023
Q4 | $18.5M | Buy |
49,097
+12,778
| +35% | +$4.81M | 9.37% | 3 |
|
|
2023
Q3 | $11.4M | Buy |
36,319
+2,610
| +8% | +$818K | 6.62% | 5 |
|
|
2023
Q2 | $11.5M | Buy |
33,709
+6,103
| +22% | +$2.08M | 6.32% | 6 |
|
|
2023
Q1 | $7.96M | Buy |
27,606
+3,015
| +12% | +$869K | 4.5% | 8 |
|
|
2022
Q4 | $5.9M | Buy |
24,591
+3,781
| +18% | +$907K | 3.77% | 11 |
|
|
2022
Q3 | $4.85M | Buy |
20,810
+4,534
| +28% | +$1.06M | 3.8% | 8 |
|
|
2022
Q2 | $4.18M | Buy |
16,276
+8,755
| +116% | +$2.25M | 3.39% | 11 |
|
|
2022
Q1 | $2.32M | Buy |
7,521
+1,276
| +20% | +$393K | 1.83% | 12 |
|
|
2021
Q4 | $2.1M | Buy |
+6,245
| New | +$2.1M | 1.63% | 14 |
|