CA
Cresta Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
1,922
-1,600
| -45% | -$796K | 0.47% | 31 |
|
|
2025
Q1 | $1.32M | Buy |
3,522
+182
| +5% | +$68.3K | 0.69% | 26 |
|
|
2024
Q4 | $1.44M | Hold |
3,340
| – | – | 0.75% | 26 |
|
|
2024
Q3 | $1.44M | Buy |
3,340
+1
| +0% | +$430 | 0.75% | 26 |
|
|
2024
Q2 | $1.49M | Buy |
3,339
+1,269
| +61% | +$567K | 0.88% | 27 |
|
|
2024
Q1 | $871K | Sell |
2,070
-896
| -30% | -$377K | 0.55% | 27 |
|
|
2023
Q4 | $1.12M | Buy |
2,966
+1,561
| +111% | +$587K | 0.74% | 27 |
|
|
2023
Q3 | $444K | Buy |
+1,405
| New | +$444K | 0.34% | 33 |
|
|
2023
Q2 | – | Sell |
-1,405
| Closed | -$405K | – | 46 |
|
|
2023
Q1 | $405K | Buy |
+1,405
| New | +$405K | 0.32% | 30 |
|