CWA
Core Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
2,517
+408
| +19% | +$203K | 0.36% | 26 |
|
|
2025
Q1 | $792K | Buy |
2,109
+253
| +14% | +$95K | 0.25% | 39 |
|
|
2024
Q4 | $782K | Buy |
1,856
+27
| +1% | +$11.4K | 0.26% | 37 |
|
|
2024
Q3 | $787K | Sell |
1,829
-19
| -1% | -$8.17K | 0.25% | 32 |
|
|
2024
Q2 | $826K | Buy |
1,848
+294
| +19% | +$131K | 0.28% | 33 |
|
|
2024
Q1 | $654K | Buy |
1,554
+138
| +10% | +$58.1K | 0.22% | 32 |
|
|
2023
Q4 | $532K | Buy |
1,416
+641
| +83% | +$241K | 0.2% | 31 |
|
|
2023
Q3 | $245K | Buy |
775
+20
| +3% | +$6.32K | 0.1% | 44 |
|
|
2023
Q2 | $257K | Sell |
755
-39
| -5% | -$13.3K | 0.1% | 45 |
|
|
2023
Q1 | $229K | Buy |
794
+138
| +21% | +$39.8K | 0.09% | 44 |
|
|
2022
Q4 | $157K | Sell |
656
-5,414
| -89% | -$1.3M | 0.07% | 45 |
|
|
2022
Q3 | $1.41M | Buy |
6,070
+369
| +6% | +$86K | 0.82% | 14 |
|
|
2022
Q2 | $1.46M | Buy |
5,701
+2,286
| +67% | +$587K | 0.9% | 16 |
|
|
2022
Q1 | $1.05M | Buy |
3,415
+2,359
| +223% | +$727K | 0.59% | 20 |
|
|
2021
Q4 | $355K | Sell |
1,056
-86
| -8% | -$28.9K | 0.21% | 27 |
|
|
2021
Q3 | $322K | Sell |
1,142
-47
| -4% | -$13.3K | 0.21% | 32 |
|
|
2021
Q2 | $322K | Sell |
1,189
-1,686
| -59% | -$457K | 0.21% | 29 |
|
|
2021
Q1 | $678K | Buy |
2,875
+132
| +5% | +$31.1K | 0.6% | 16 |
|
|
2020
Q4 | $610K | Sell |
2,743
-99
| -3% | -$22K | 0.54% | 18 |
|
|
2020
Q3 | $598K | Sell |
2,842
-101
| -3% | -$21.3K | 0.56% | 18 |
|
|
2020
Q2 | $599K | Buy |
2,943
+589
| +25% | +$120K | 0.53% | 22 |
|
|
2020
Q1 | $371K | Buy |
2,354
+1,970
| +513% | +$310K | 0.28% | 23 |
|
|
2019
Q4 | $61K | Buy |
+384
| New | +$61K | 0.04% | 47 |
|