CWP
Cyndeo Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.5M | Buy |
167,880
+3,995
| +2% | +$1.99M | 4.95% | 1 |
|
|
2025
Q1 | $61.5M | Buy |
163,885
+16,432
| +11% | +$6.17M | 4.04% | 1 |
|
|
2024
Q4 | $62.2M | Buy |
147,453
+2,314
| +2% | +$975K | 4.2% | 1 |
|
|
2024
Q3 | $62.5M | Sell |
145,139
-6,086
| -4% | -$2.62M | 4.36% | 1 |
|
|
2024
Q2 | $67.6M | Buy |
151,225
+5,882
| +4% | +$2.63M | 5.29% | 1 |
|
|
2024
Q1 | $61.1M | Buy |
145,343
+1,876
| +1% | +$789K | 5.09% | 1 |
|
|
2023
Q4 | $53.9M | Buy |
143,467
+28,891
| +25% | +$10.9M | 4.99% | 1 |
|
|
2023
Q3 | $36.2M | Buy |
114,576
+6,678
| +6% | +$2.11M | 3.77% | 1 |
|
|
2023
Q2 | $36.7M | Sell |
107,898
-3,414
| -3% | -$1.16M | 3.84% | 1 |
|
|
2023
Q1 | $32.1M | Buy |
111,312
+8,147
| +8% | +$2.35M | 3.46% | 2 |
|
|
2022
Q4 | $24.7M | Buy |
+103,165
| New | +$24.7M | 2.91% | 2 |
|