USCWA
U.S. Capital Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.2M | Sell |
122,937
-9,291
| -7% | -$4.62M | 1.79% | 7 |
|
|
2025
Q1 | $49.6M | Buy |
132,228
+9,405
| +8% | +$3.53M | 1.52% | 6 |
|
|
2024
Q4 | $51.8M | Buy |
122,823
+13,621
| +12% | +$5.74M | 1.6% | 8 |
|
|
2024
Q3 | $47M | Sell |
109,202
-4,416
| -4% | -$1.9M | 1.66% | 8 |
|
|
2024
Q2 | $50.8M | Sell |
113,618
-3,577
| -3% | -$1.6M | 1.93% | 6 |
|
|
2024
Q1 | $49.3M | Sell |
117,195
-9,037
| -7% | -$3.8M | 1.9% | 5 |
|
|
2023
Q4 | $47.5M | Sell |
126,232
-4,397
| -3% | -$1.65M | 1.88% | 6 |
|
|
2023
Q3 | $41.2M | Buy |
130,629
+2,387
| +2% | +$754K | 1.86% | 7 |
|
|
2023
Q2 | $43.7M | Buy |
128,242
+2,096
| +2% | +$714K | 2.07% | 5 |
|
|
2023
Q1 | $36.4M | Sell |
126,146
-10,542
| -8% | -$3.04M | 1.68% | 7 |
|
|
2022
Q4 | $32.8M | Buy |
136,688
+12,079
| +10% | +$2.9M | 1.52% | 8 |
|
|
2022
Q3 | $29M | Buy |
124,609
+417
| +0.3% | +$97.1K | 1.47% | 9 |
|
|
2022
Q2 | $31.9M | Sell |
124,192
-1,083
| -0.9% | -$278K | 1.4% | 8 |
|
|
2022
Q1 | $38.6M | Sell |
125,275
-519
| -0.4% | -$160K | 1.41% | 8 |
|
|
2021
Q4 | $42.3M | Buy |
125,794
+1,841
| +1% | +$619K | 1.68% | 7 |
|
|
2021
Q3 | $34.9M | Buy |
+123,953
| New | +$34.9M | 1.52% | 7 |
|