Central Valley Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Sell |
16,830
-810
| -5% | -$403K | 2.85% | 12 |
|
|
2025
Q1 | $6.62M | Sell |
17,640
-2,560
| -13% | -$961K | 2.51% | 12 |
|
|
2024
Q4 | $8.51M | Buy |
20,200
+325
| +2% | +$137K | 3.87% | 7 |
|
|
2024
Q3 | $8.55M | Sell |
19,875
-78
| -0.4% | -$33.6K | 4.83% | 4 |
|
|
2024
Q2 | $7.86M | Buy |
19,953
+389
| +2% | +$153K | 3.36% | 7 |
|
|
2024
Q1 | $8.23M | Sell |
19,564
-409
| -2% | -$172K | 4.25% | 4 |
|
|
2023
Q4 | $7.51M | Buy |
+19,973
| New | +$7.51M | 4.42% | 4 |
|