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CWC Advisors’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.32M Buy
6,678
+201
+3% +$100K 1.72% 21
2025
Q1
$2.43M Buy
6,477
+2,626
+68% +$986K 1.38% 22
2024
Q4
$1.62M Sell
3,851
-16
-0.4% -$6.74K 1.62% 14
2024
Q3
$1.66M Buy
+3,867
New +$1.66M 1.64% 15