CI
Cavalier Investments’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
37,133
+24,814
| +201% | +$12.3M | 5.6% | 4 |
|
|
2025
Q1 | $4.62M | Sell |
12,319
-20
| -0.2% | -$7.51K | 1.57% | 18 |
|
|
2024
Q4 | $5.2M | Buy |
12,339
+480
| +4% | +$202K | 1.74% | 12 |
|
|
2024
Q3 | $5.1M | Buy |
11,859
+690
| +6% | +$297K | 1.57% | 17 |
|
|
2024
Q2 | $4.99M | Buy |
11,169
+305
| +3% | +$136K | 1.54% | 13 |
|
|
2024
Q1 | $4.57M | Buy |
10,864
+729
| +7% | +$307K | 1.67% | 16 |
|
|
2023
Q4 | $3.81M | Buy |
10,135
+240
| +2% | +$90.3K | 1.4% | 21 |
|
|
2023
Q3 | $3.12M | Buy |
9,895
+349
| +4% | +$110K | 1.22% | 25 |
|
|
2023
Q2 | $3.25M | Buy |
9,546
+7,022
| +278% | +$2.39M | 1.18% | 24 |
|
|
2023
Q1 | $728K | Sell |
2,524
-2,502
| -50% | -$721K | 0.3% | 45 |
|
|
2022
Q4 | $1.21M | Sell |
5,026
-288
| -5% | -$69.1K | 0.43% | 46 |
|
|
2022
Q3 | $1.24M | Sell |
5,314
-1,196
| -18% | -$279K | 0.45% | 45 |
|
|
2022
Q2 | $1.67M | Sell |
6,510
-630
| -9% | -$162K | 0.58% | 39 |
|
|
2022
Q1 | $2.2M | Sell |
7,140
-1,763
| -20% | -$543K | 0.58% | 46 |
|
|
2021
Q4 | $3M | Buy |
8,903
+2,881
| +48% | +$969K | 0.78% | 41 |
|
|
2021
Q3 | $1.7M | Buy |
6,022
+399
| +7% | +$113K | 0.54% | 53 |
|
|
2021
Q2 | $1.52M | Sell |
5,623
-164
| -3% | -$44.4K | 0.55% | 70 |
|
|
2021
Q1 | $1.36M | Buy |
5,787
+329
| +6% | +$77.5K | 0.59% | 73 |
|
|
2020
Q4 | $1.21M | Buy |
5,458
+1,364
| +33% | +$303K | 0.55% | 74 |
|
|
2020
Q3 | $861K | Sell |
4,094
-2,361
| -37% | -$497K | 0.59% | 49 |
|
|
2020
Q2 | $1.31M | Buy |
6,455
+1,355
| +27% | +$276K | 0.76% | 29 |
|
|
2020
Q1 | $804K | Buy |
5,100
+2,287
| +81% | +$361K | 0.48% | 49 |
|
|
2019
Q4 | $444K | Hold |
2,813
| – | – | 0.19% | 84 |
|
|
2019
Q3 | $391K | Buy |
2,813
+1,432
| +104% | +$199K | 0.17% | 94 |
|
|
2019
Q2 | $185K | Sell |
1,381
-15,002
| -92% | -$2.01M | 0.08% | 103 |
|
|
2019
Q1 | $1.93M | Buy |
16,383
+1,381
| +9% | +$163K | 0.79% | 35 |
|
|
2018
Q4 | $1.52M | Buy |
+15,002
| New | +$1.52M | 0.49% | 34 |
|