CWA
Constellation Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $6.28M | Sell |
141,819
-118
| -0.1% | -$5.22K | 0.7% | 36 |
|
|
2015
Q2 | $6.27M | Sell |
141,937
-215
| -0.2% | -$9.49K | 0.53% | 43 |
|
|
2015
Q1 | $5.78M | Buy |
142,152
+1,251
| +0.9% | +$50.9K | 0.51% | 45 |
|
|
2014
Q4 | $6.55M | Buy |
140,901
+134,978
| +2,279% | +$6.27M | 0.54% | 42 |
|
|
2014
Q3 | $275K | Sell |
5,923
-124
| -2% | -$5.76K | 0.03% | 174 |
|
|
2014
Q2 | $252K | Sell |
6,047
-248,964
| -98% | -$10.4M | 0.03% | 163 |
|
|
2014
Q1 | $10.5M | Sell |
255,011
-7,959
| -3% | -$326K | 1.02% | 19 |
|
|
2013
Q4 | $9.84M | Buy |
262,970
+19,118
| +8% | +$715K | 0.95% | 20 |
|
|
2013
Q3 | $8.12M | Sell |
243,852
-287,042
| -54% | -$9.55M | 0.92% | 21 |
|
|
2013
Q2 | $18.3M | Buy |
+530,894
| New | +$18.3M | 2.2% | 5 |
|