CA
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 |
|