MPWS
MSFT icon

McCarter Private Wealth Services’s Microsoft MSFT Stock Holding History

McCarter Private Wealth Services’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11M Sell
22,073
-180
-0.8% -$89.5K 6.28% 2
2025
Q1 		$8.35M Sell
22,253
-243
-1% -$91.2K 5.47% 2
2024
Q4 		$9.48M Buy
22,496
+919
+4% +$387K 6.02% 2
2024
Q3 		$9.28M Buy
+21,577
New +$9.28M 5.87% 2