CWS Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93M | Sell |
17,948
-1,103
| -6% | -$549K | 2.6% | 10 |
|
|
2025
Q1 | $7.15M | Buy |
19,051
+1,524
| +9% | +$572K | 2.26% | 11 |
|
|
2024
Q4 | $7.39M | Buy |
17,527
+516
| +3% | +$217K | 2.39% | 11 |
|
|
2024
Q3 | $7.32M | Sell |
17,011
-5
| -0% | -$2.15K | 2.59% | 9 |
|
|
2024
Q2 | $7.61M | Buy |
17,016
+518
| +3% | +$232K | 2.99% | 7 |
|
|
2024
Q1 | $6.94M | Sell |
16,498
-3,033
| -16% | -$1.28M | 2.84% | 7 |
|
|
2023
Q4 | $7.34M | Sell |
19,531
-2,110
| -10% | -$793K | 2.76% | 6 |
|
|
2023
Q3 | $6.83M | Buy |
21,641
+123
| +0.6% | +$38.8K | 2.74% | 6 |
|
|
2023
Q2 | $7.33M | Sell |
21,518
-243
| -1% | -$82.8K | 2.78% | 7 |
|
|
2023
Q1 | $6.27M | Sell |
21,761
-1,625
| -7% | -$468K | 2.5% | 7 |
|
|
2022
Q4 | $5.51M | Buy |
23,386
+1,913
| +9% | +$451K | 2.38% | 6 |
|
|
2022
Q3 | $5M | Sell |
21,473
-69
| -0.3% | -$16.1K | 2.39% | 6 |
|
|
2022
Q2 | $5.53M | Sell |
21,542
-5,317
| -20% | -$1.37M | 2.53% | 6 |
|
|
2022
Q1 | $8.28M | Buy |
26,859
+28
| +0.1% | +$8.63K | 3.13% | 6 |
|
|
2021
Q4 | $9.02M | Buy |
+26,831
| New | +$9.02M | 3.18% | 6 |
|
|
2021
Q2 | $6.42M | Buy |
23,684
+298
| +1% | +$80.7K | 2.56% | 6 |
|
|
2021
Q1 | $5.51M | Buy |
23,386
+159
| +0.7% | +$37.5K | 2.38% | 6 |
|
|
2020
Q4 | $5.17M | Sell |
23,227
-474
| -2% | -$105K | 3% | 3 |
|
|
2020
Q3 | $4.99M | Sell |
23,701
-1,532
| -6% | -$322K | 3.32% | 3 |
|
|
2020
Q2 | $5.14M | Buy |
25,233
+5,664
| +29% | +$1.15M | 3.7% | 3 |
|
|
2020
Q1 | $3.09M | Sell |
19,569
-305
| -2% | -$48.1K | 2.28% | 3 |
|
|
2019
Q4 | $3.13M | Buy |
+19,874
| New | +$3.13M | 2.29% | 3 |
|