CWG
Crown Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
22,327
+51
| +0.2% | +$25.4K | 4.17% | 5 |
|
|
2025
Q1 | $8.36M | Sell |
22,276
-91
| -0.4% | -$34.2K | 4.34% | 5 |
|
|
2024
Q4 | $9.43M | Sell |
22,367
-5
| -0% | -$2.11K | 3.84% | 6 |
|
|
2024
Q3 | $9.63M | Sell |
22,372
-100
| -0.4% | -$43K | 4.19% | 6 |
|
|
2024
Q2 | $10M | Buy |
22,472
+245
| +1% | +$110K | 5.02% | 4 |
|
|
2024
Q1 | $9.35M | Buy |
22,227
+1,128
| +5% | +$475K | 4.82% | 6 |
|
|
2023
Q4 | $7.93M | Sell |
21,099
-6
| -0% | -$2.26K | 4.78% | 6 |
|
|
2023
Q3 | $6.66M | Sell |
21,105
-1,084
| -5% | -$342K | 5.01% | 7 |
|
|
2023
Q2 | $7.56M | Sell |
22,189
-61
| -0.3% | -$20.8K | 5.96% | 6 |
|
|
2023
Q1 | $6.41M | Sell |
22,250
-952
| -4% | -$274K | 5.37% | 5 |
|
|
2022
Q4 | $5.56M | Buy |
23,202
+93
| +0.4% | +$22.3K | 5.23% | 5 |
|
|
2022
Q3 | $5.38M | Sell |
23,109
-47
| -0.2% | -$10.9K | 5.52% | 5 |
|
|
2022
Q2 | $5.95M | Sell |
23,156
-685
| -3% | -$176K | 5.39% | 5 |
|
|
2022
Q1 | $7.35M | Buy |
23,841
+23,016
| +2,790% | +$7.1M | 5.12% | 4 |
|
|
2021
Q4 | $277K | Buy |
+825
| New | +$277K | 0.26% | 60 |
|