CBIZ Investment Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
2,234
+217
| +11% | +$108K | 0.05% | 20 |
|
|
2025
Q1 | $757K | Buy |
2,017
+497
| +33% | +$187K | 0.04% | 26 |
|
|
2024
Q4 | $641K | Buy |
1,520
+37
| +2% | +$15.6K | 0.03% | 28 |
|
|
2024
Q3 | $638K | Sell |
1,483
-2,103
| -59% | -$905K | 0.03% | 25 |
|
|
2024
Q2 | $1.6M | Buy |
3,586
+48
| +1% | +$21.5K | 0.09% | 20 |
|
|
2024
Q1 | $1.49M | Buy |
3,538
+325
| +10% | +$137K | 0.1% | 22 |
|
|
2023
Q4 | $1.21M | Buy |
3,213
+546
| +20% | +$205K | 0.09% | 23 |
|
|
2023
Q3 | $842K | Hold |
2,667
| – | – | 0.08% | 19 |
|
|
2023
Q2 | $908K | Sell |
2,667
-50
| -2% | -$17K | 0.08% | 18 |
|
|
2023
Q1 | $783K | Sell |
2,717
-2,101
| -44% | -$606K | 0.07% | 19 |
|
|
2022
Q4 | $1.16M | Buy |
4,818
+1,326
| +38% | +$318K | 0.45% | 21 |
|
|
2022
Q3 | $813K | Hold |
3,492
| – | – | 0.82% | 17 |
|
|
2022
Q2 | $897K | Sell |
3,492
-1,731
| -33% | -$445K | 0.08% | 24 |
|
|
2022
Q1 | $1.61M | Buy |
5,223
+1,754
| +51% | +$541K | 0.13% | 10 |
|
|
2021
Q4 | $1.17M | Buy |
+3,469
| New | +$1.17M | 0.09% | 23 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1.65M | – | 21 |
|
|
2021
Q2 | – | Hold |
0
| – | -$2.45M | – | 21 |
|
|
2021
Q1 | – | Hold |
0
| – | -$2.31M | – | 20 |
|
|
2020
Q4 | – | Hold |
0
| – | -$2.19M | – | 13 |
|
|
2020
Q3 | – | Hold |
0
| – | -$2.12M | – | 14 |
|
|
2020
Q2 | – | Hold |
0
| – | -$1.7M | – | 13 |
|
|
2020
Q1 | – | Hold |
0
| – | -$1.65M | – | 14 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 17 |
|