CWP
Corepath Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
1,152
+10
| +0.9% | +$4.99K | 0.48% | 20 |
|
|
2025
Q1 | $419K | Sell |
1,142
-23
| -2% | -$8.44K | 0.4% | 19 |
|
|
2024
Q4 | $484K | Buy |
1,165
+209
| +22% | +$86.9K | 0.47% | 19 |
|
|
2024
Q3 | $401K | Sell |
956
-3
| -0.3% | -$1.26K | 0.39% | 20 |
|
|
2024
Q2 | $447K | Buy |
959
+445
| +87% | +$208K | 0.47% | 19 |
|
|
2024
Q1 | $210K | Sell |
514
-235
| -31% | -$96.2K | 0.23% | 21 |
|
|
2023
Q4 | $275K | Buy |
749
+13
| +2% | +$4.78K | 0.15% | 34 |
|
|
2023
Q3 | $241K | Buy |
736
+44
| +6% | +$14.4K | 0.15% | 35 |
|
|
2023
Q2 | $239K | Buy |
+692
| New | +$239K | 0.14% | 38 |
|
|
2022
Q1 | – | Sell |
-705
| Closed | -$222K | – | 39 |
|
|
2021
Q4 | $222K | Buy |
+705
| New | +$222K | 0.16% | 38 |
|