CAS
Coppell Advisory Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
+34,049
| New | +$16.9M | 2% | 10 |
|
|
2025
Q1 | – | Sell |
-18,489
| Closed | -$7.85M | – | 1279 |
|
|
2024
Q4 | $7.85M | Buy |
18,489
+996
| +6% | +$423K | 1.1% | 14 |
|
|
2024
Q3 | $7.49M | Sell |
17,493
-1,448
| -8% | -$620K | 1.1% | 14 |
|
|
2024
Q2 | $8.47M | Buy |
+18,941
| New | +$8.47M | 1.4% | 12 |
|
|
2023
Q4 | $14.9M | Buy |
39,515
+28,569
| +261% | +$10.7M | 2.96% | 3 |
|
|
2023
Q3 | $2.63M | Sell |
10,946
-2,210
| -17% | -$530K | 0.9% | 24 |
|
|
2023
Q2 | $4.41M | Sell |
13,156
-3,117
| -19% | -$1.04M | 1.25% | 16 |
|
|
2023
Q1 | $4.62M | Buy |
16,273
+5,327
| +49% | +$1.51M | 1.51% | 10 |
|
|
2022
Q4 | $2.63M | Buy |
+10,946
| New | +$2.63M | 0.89% | 24 |
|
|
2020
Q4 | $2.14M | Buy |
+9,606
| New | +$2.14M | 1.08% | 20 |
|