CWP
Core Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
15,168
+472
| +3% | +$235K | 3.83% | 3 |
|
|
2025
Q1 | $5.52M | Buy |
14,696
+450
| +3% | +$169K | 3.21% | 4 |
|
|
2024
Q4 | $6M | Sell |
14,246
-4,767
| -25% | -$2.01M | 3.44% | 3 |
|
|
2024
Q3 | $8.18M | Buy |
19,013
+320
| +2% | +$138K | 4.96% | 3 |
|
|
2024
Q2 | $8.36M | Buy |
18,693
+25
| +0.1% | +$11.2K | 5.71% | 3 |
|
|
2024
Q1 | $7.85M | Buy |
18,668
+373
| +2% | +$157K | 5.94% | 3 |
|
|
2023
Q4 | $6.88M | Buy |
18,295
+657
| +4% | +$247K | 5.64% | 3 |
|
|
2023
Q3 | $5.57M | Buy |
17,638
+88
| +0.5% | +$27.8K | 5.06% | 3 |
|
|
2023
Q2 | $5.98M | Buy |
17,550
+36
| +0.2% | +$12.3K | 5.52% | 3 |
|
|
2023
Q1 | $5.05M | Buy |
17,514
+4,416
| +34% | +$1.27M | 5.07% | 3 |
|
|
2022
Q4 | $1.75M | Buy |
+13,098
| New | +$1.75M | 1.97% | 14 |
|