CCMI
Creative Capital Management Investments’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Buy |
3,913
+2
| +0.1% | +$995 | 0.7% | 12 |
|
2025
Q1 | $1.47M | Buy |
3,911
+18
| +0.5% | +$6.76K | 0.57% | 14 |
|
2024
Q4 | $1.64M | Buy |
3,893
+424
| +12% | +$179K | 0.69% | 12 |
|
2024
Q3 | $1.49M | Sell |
3,469
-1
| -0% | -$430 | 0.62% | 13 |
|
2024
Q2 | $1.55M | Sell |
3,470
-9
| -0.3% | -$4.02K | 0.75% | 12 |
|
2024
Q1 | $1.46M | Sell |
3,479
-24
| -0.7% | -$10.1K | 0.76% | 11 |
|
2023
Q4 | $1.32M | Hold |
3,503
| – | – | 0.76% | 12 |
|
2023
Q3 | $1.11M | Sell |
3,503
-28
| -0.8% | -$8.84K | 0.76% | 13 |
|
2023
Q2 | $1.2M | Sell |
3,531
-450
| -11% | -$153K | 0.87% | 14 |
|
2023
Q1 | $1.14M | Buy |
3,981
+494
| +14% | +$142K | 0.84% | 15 |
|
2022
Q4 | $836K | Buy |
+3,487
| New | +$836K | 0.73% | 17 |
|