CWS
Cypress Wealth Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
16,734
+2,290
| +16% | +$1.14M | 1.49% | 15 |
|
|
2025
Q1 | $5.42M | Buy |
14,444
+133
| +0.9% | +$49.9K | 1.1% | 21 |
|
|
2024
Q4 | $6.03M | Buy |
14,311
+2,020
| +16% | +$851K | 1.21% | 19 |
|
|
2024
Q3 | $5.29M | Buy |
12,291
+589
| +5% | +$253K | 1.09% | 20 |
|
|
2024
Q2 | $5.23M | Buy |
11,702
+503
| +4% | +$225K | 1.16% | 20 |
|
|
2024
Q1 | $4.71M | Buy |
11,199
+1,338
| +14% | +$563K | 1.1% | 22 |
|
|
2023
Q4 | $3.71M | Buy |
9,861
+188
| +2% | +$70.7K | 0.93% | 24 |
|
|
2023
Q3 | $3.05M | Sell |
9,673
-173
| -2% | -$54.6K | 0.85% | 29 |
|
|
2023
Q2 | $3.4M | Buy |
9,846
+1,226
| +14% | +$424K | 0.89% | 26 |
|
|
2023
Q1 | $2.49M | Sell |
8,620
-183
| -2% | -$52.8K | 0.73% | 33 |
|
|
2022
Q4 | $2.11M | Buy |
8,803
+579
| +7% | +$139K | 0.68% | 37 |
|
|
2022
Q3 | $1.93M | Sell |
8,224
-541
| -6% | -$127K | 0.66% | 38 |
|
|
2022
Q2 | $2.25M | Sell |
8,765
-2,541
| -22% | -$653K | 0.72% | 34 |
|
|
2022
Q1 | $3.49M | Sell |
11,306
-82
| -0.7% | -$25.3K | 0.95% | 26 |
|
|
2021
Q4 | $3.83M | Buy |
11,388
+124
| +1% | +$41.7K | 1.05% | 25 |
|
|
2021
Q3 | $3.18M | Sell |
11,264
-3,486
| -24% | -$983K | 0.95% | 28 |
|
|
2021
Q2 | $4M | Sell |
14,750
-13,878
| -48% | -$3.76M | 1.09% | 23 |
|
|
2021
Q1 | $6.75M | Buy |
28,628
+1,992
| +7% | +$470K | 1.41% | 14 |
|
|
2020
Q4 | $5.92M | Buy |
+26,636
| New | +$5.92M | 1.32% | 16 |
|
|
2020
Q3 | – | Sell |
-25,802
| Closed | -$5.25M | – | 158 |
|
|
2020
Q2 | $5.25M | Buy |
25,802
+331
| +1% | +$67.4K | 1.25% | 15 |
|
|
2020
Q1 | $4.02M | Buy |
25,471
+1,017
| +4% | +$160K | 1.18% | 20 |
|
|
2019
Q4 | $3.86M | Sell |
24,454
-477
| -2% | -$75.2K | 0.97% | 30 |
|
|
2019
Q3 | $3.47M | Sell |
24,931
-2,322
| -9% | -$323K | 0.95% | 32 |
|
|
2019
Q2 | $3.65M | Buy |
27,253
+1,558
| +6% | +$209K | 1.05% | 27 |
|
|
2019
Q1 | $3.03M | Buy |
25,695
+3,617
| +16% | +$427K | 0.96% | 30 |
|
|
2018
Q4 | $2.24M | Sell |
22,078
-409
| -2% | -$41.5K | 0.89% | 35 |
|
|
2018
Q3 | $2.57M | Sell |
22,487
-104
| -0.5% | -$11.9K | 0.92% | 32 |
|
|
2018
Q2 | $2.23M | Buy |
22,591
+3,257
| +17% | +$321K | 0.85% | 36 |
|
|
2018
Q1 | $1.77M | Sell |
19,334
-226
| -1% | -$20.6K | 0.75% | 39 |
|
|
2017
Q4 | $1.67M | Buy |
+19,560
| New | +$1.67M | 0.69% | 42 |
|