CFA
Cahill Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
11,243
-250
| -2% | -$124K | 0.69% | 28 |
|
|
2025
Q1 | $4.31M | Sell |
11,493
-266
| -2% | -$99.9K | 0.59% | 30 |
|
|
2024
Q4 | $4.96M | Sell |
11,759
-189
| -2% | -$79.7K | 0.67% | 27 |
|
|
2024
Q3 | $5.14M | Buy |
11,948
+115
| +1% | +$49.5K | 0.7% | 27 |
|
|
2024
Q2 | $5.29M | Sell |
11,833
-42
| -0.4% | -$18.8K | 0.72% | 28 |
|
|
2024
Q1 | $5M | Sell |
11,875
-3,584
| -23% | -$1.51M | 0.68% | 32 |
|
|
2023
Q4 | $5.81M | Buy |
15,459
+4,432
| +40% | +$1.67M | 0.86% | 25 |
|
|
2023
Q3 | $3.48M | Sell |
11,027
-14
| -0.1% | -$4.42K | 0.58% | 35 |
|
|
2023
Q2 | $3.76M | Buy |
11,041
+42
| +0.4% | +$14.3K | 0.61% | 34 |
|
|
2023
Q1 | $3.17M | Buy |
10,999
+734
| +7% | +$212K | 0.56% | 38 |
|
|
2022
Q4 | $2.46M | Sell |
10,265
-549
| -5% | -$132K | 0.47% | 45 |
|
|
2022
Q3 | $2.52M | Buy |
10,814
+737
| +7% | +$172K | 0.53% | 47 |
|
|
2022
Q2 | $2.59M | Sell |
10,077
-788
| -7% | -$202K | 0.55% | 46 |
|
|
2022
Q1 | $3.35M | Sell |
10,865
-41
| -0.4% | -$12.6K | 0.63% | 44 |
|
|
2021
Q4 | $3.67M | Sell |
10,906
-893
| -8% | -$300K | 0.71% | 39 |
|
|
2021
Q3 | $3.33M | Buy |
11,799
+39
| +0.3% | +$11K | 0.68% | 36 |
|
|
2021
Q2 | $3.19M | Sell |
11,760
-733
| -6% | -$199K | 0.72% | 34 |
|
|
2021
Q1 | $2.95M | Sell |
12,493
-68
| -0.5% | -$16K | 0.72% | 34 |
|
|
2020
Q4 | $2.79M | Buy |
12,561
+778
| +7% | +$173K | 0.7% | 34 |
|
|
2020
Q3 | $2.48M | Buy |
11,783
+162
| +1% | +$34.1K | 0.89% | 27 |
|
|
2020
Q2 | $2.37M | Sell |
11,621
-4,056
| -26% | -$825K | 0.91% | 25 |
|
|
2020
Q1 | $2.47M | Sell |
15,677
-237
| -1% | -$37.4K | 1.15% | 24 |
|
|
2019
Q4 | $2.51M | Buy |
15,914
+9
| +0.1% | +$1.42K | 0.91% | 32 |
|
|
2019
Q3 | $2.21M | Buy |
15,905
+404
| +3% | +$56.2K | 0.86% | 34 |
|
|
2019
Q2 | $2.08M | Buy |
15,501
+394
| +3% | +$52.8K | 0.82% | 32 |
|
|
2019
Q1 | $1.78M | Sell |
15,107
-571
| -4% | -$67.4K | 0.74% | 40 |
|
|
2018
Q4 | $1.59M | Buy |
15,678
+137
| +0.9% | +$13.9K | 0.8% | 37 |
|
|
2018
Q3 | $1.78M | Buy |
15,541
+24
| +0.2% | +$2.75K | 0.78% | 35 |
|
|
2018
Q2 | $1.53M | Sell |
15,517
-695
| -4% | -$68.6K | 0.71% | 43 |
|
|
2018
Q1 | $1.48M | Buy |
16,212
+399
| +3% | +$36.4K | 0.71% | 43 |
|
|
2017
Q4 | $1.35M | Buy |
15,813
+136
| +0.9% | +$11.6K | 0.68% | 42 |
|
|
2017
Q3 | $1.17M | Buy |
15,677
+1,398
| +10% | +$104K | 0.62% | 44 |
|
|
2017
Q2 | $985K | Sell |
14,279
-13
| -0.1% | -$897 | 0.55% | 47 |
|
|
2017
Q1 | $942K | Buy |
14,292
+4
| +0% | +$264 | 0.54% | 46 |
|
|
2016
Q4 | $888K | Buy |
14,288
+1,404
| +11% | +$87.3K | 0.54% | 44 |
|
|
2016
Q3 | $743K | Buy |
12,884
+1,873
| +17% | +$108K | 0.48% | 51 |
|
|
2016
Q2 | $564K | Buy |
11,011
+5,802
| +111% | +$297K | 0.39% | 63 |
|
|
2016
Q1 | $288K | Sell |
5,209
-158
| -3% | -$8.74K | 0.22% | 93 |
|
|
2015
Q4 | $298K | Buy |
5,367
+5
| +0.1% | +$278 | 0.24% | 84 |
|
|
2015
Q3 | $238K | Sell |
5,362
-644
| -11% | -$28.6K | 0.19% | 96 |
|
|
2015
Q2 | $266K | Buy |
6,006
+6
| +0.1% | +$266 | 0.2% | 92 |
|
|
2015
Q1 | $244K | Sell |
6,000
-34
| -0.6% | -$1.38K | 0.19% | 91 |
|
|
2014
Q4 | $281K | Buy |
6,034
+6
| +0.1% | +$279 | 0.22% | 88 |
|
|
2014
Q3 | $280K | Buy |
6,028
+160
| +3% | +$7.43K | 0.22% | 92 |
|
|
2014
Q2 | $245K | Sell |
5,868
-75
| -1% | -$3.13K | 0.19% | 99 |
|
|
2014
Q1 | $244K | Sell |
5,943
-417
| -7% | -$17.1K | 0.21% | 94 |
|
|
2013
Q4 | $238K | Buy |
+6,360
| New | +$238K | 0.21% | 96 |
|