CWM
Core Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
1,444
-146
| -9% | -$72.6K | 0.25% | 16 |
|
|
2025
Q1 | $597K | Buy |
1,590
+66
| +4% | +$24.8K | 0.23% | 19 |
|
|
2024
Q4 | $642K | Hold |
1,524
| – | – | 0.25% | 14 |
|
|
2024
Q3 | $681K | Hold |
1,524
| – | – | 0.28% | 12 |
|
|
2024
Q2 | $681K | Buy |
1,524
+173
| +13% | +$77.3K | 0.28% | 12 |
|
|
2024
Q1 | $568K | Buy |
1,351
+369
| +38% | +$155K | 0.25% | 13 |
|
|
2023
Q4 | $369K | Hold |
982
| – | – | 0.18% | 15 |
|
|
2023
Q3 | $310K | Sell |
982
-357
| -27% | -$113K | 0.16% | 13 |
|
|
2023
Q2 | $456K | Sell |
1,339
-23
| -2% | -$7.83K | 0.23% | 12 |
|
|
2023
Q1 | $393K | Hold |
1,362
| – | – | 0.21% | 10 |
|
|
2022
Q4 | $327K | Buy |
+1,362
| New | +$327K | 0.18% | 13 |
|