CWA
Continuum Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
4,489
+115
| +3% | +$57.2K | 1.07% | 15 |
|
|
2025
Q1 | $1.64M | Sell |
4,374
-790
| -15% | -$297K | 0.84% | 14 |
|
|
2024
Q4 | $2.18M | Buy |
5,164
+12
| +0.2% | +$5.06K | 1.1% | 16 |
|
|
2024
Q3 | $2.22M | Sell |
5,152
-22
| -0.4% | -$9.47K | 1.19% | 16 |
|
|
2024
Q2 | $2.31M | Buy |
5,174
+181
| +4% | +$80.9K | 1.22% | 13 |
|
|
2024
Q1 | $2.1M | Buy |
4,993
+377
| +8% | +$159K | 1.19% | 14 |
|
|
2023
Q4 | $1.74M | Sell |
4,616
-20
| -0.4% | -$7.52K | 1.13% | 14 |
|
|
2023
Q3 | $1.46M | Sell |
4,636
-20
| -0.4% | -$6.32K | 1.03% | 16 |
|
|
2023
Q2 | $1.59M | Hold |
4,656
| – | – | 1.12% | 15 |
|
|
2023
Q1 | $1.34M | Hold |
4,656
| – | – | 1.1% | 12 |
|
|
2022
Q4 | $1.12M | Buy |
+4,656
| New | +$1.12M | 1.11% | 17 |
|