CWP
Curated Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Buy |
16,363
+67
| +0.4% | +$33.3K | 0.95% | 9 |
|
|
2025
Q1 | $6.12M | Buy |
16,296
+645
| +4% | +$242K | 0.79% | 10 |
|
|
2024
Q4 | $6.6M | Sell |
15,651
-59
| -0.4% | -$24.9K | 0.75% | 10 |
|
|
2024
Q3 | $6.76M | Buy |
15,710
+210
| +1% | +$90.4K | 0.86% | 9 |
|
|
2024
Q2 | $6.93M | Buy |
+15,500
| New | +$6.93M | 0.97% | 10 |
|
|
2024
Q1 | – | Sell |
-14,794
| Closed | -$5.56M | – | 94 |
|
|
2023
Q4 | $5.56M | Sell |
14,794
-507
| -3% | -$191K | 0.91% | 9 |
|
|
2023
Q3 | $4.83M | Buy |
15,301
+37
| +0.2% | +$11.7K | 0.88% | 9 |
|
|
2023
Q2 | $5.2M | Sell |
15,264
-383
| -2% | -$130K | 1.01% | 9 |
|
|
2023
Q1 | $4.51M | Sell |
15,647
-444
| -3% | -$128K | 1.02% | 9 |
|
|
2022
Q4 | $3.86M | Buy |
16,091
+164
| +1% | +$39.3K | 0.94% | 8 |
|
|
2022
Q3 | $3.71M | Buy |
15,927
+153
| +1% | +$35.6K | 1.09% | 8 |
|
|
2022
Q2 | $4.05M | Buy |
15,774
+2,562
| +19% | +$658K | 1.19% | 7 |
|
|
2022
Q1 | $4.44M | Hold |
13,212
| – | – | 1.51% | 6 |
|
|
2021
Q4 | $4.44M | Sell |
13,212
-45
| -0.3% | -$15.1K | 1.44% | 7 |
|
|
2021
Q3 | $3.74M | Hold |
13,257
| – | – | 2.09% | 7 |
|
|
2021
Q2 | $3.59M | Sell |
13,257
-155
| -1% | -$42K | 1.95% | 8 |
|
|
2021
Q1 | $3.16M | Buy |
13,412
+386
| +3% | +$91K | 1.94% | 7 |
|
|
2020
Q4 | $2.9M | Buy |
+13,026
| New | +$2.9M | 1.88% | 7 |
|