Certified Advisory Corp’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
14,277
+318
| +2% | +$158K | 0.74% | 47 |
|
|
2025
Q1 | $5.24M | Sell |
13,959
-663
| -5% | -$249K | 0.59% | 52 |
|
|
2024
Q4 | $6.16M | Buy |
14,622
+82
| +0.6% | +$34.6K | 0.67% | 51 |
|
|
2024
Q3 | $6.26M | Buy |
14,540
+641
| +5% | +$276K | 0.69% | 46 |
|
|
2024
Q2 | $6.21M | Buy |
13,899
+1,175
| +9% | +$525K | 0.78% | 38 |
|
|
2024
Q1 | $5.35M | Buy |
12,724
+186
| +1% | +$78.3K | 0.75% | 40 |
|
|
2023
Q4 | $4.71M | Sell |
12,538
-88,880
| -88% | -$33.4M | 0.72% | 42 |
|
|
2023
Q3 | $4.15M | Buy |
101,418
+89,213
| +731% | +$3.65M | 0.76% | 42 |
|
|
2023
Q2 | $4.16M | Sell |
12,205
-54
| -0.4% | -$18.4K | 0.76% | 37 |
|
|
2023
Q1 | $3.53M | Buy |
12,259
+539
| +5% | +$155K | 0.63% | 44 |
|
|
2022
Q4 | $2.81M | Buy |
11,720
+245
| +2% | +$58.8K | 0.56% | 53 |
|
|
2022
Q3 | $2.67M | Buy |
11,475
+202
| +2% | +$47K | 0.61% | 44 |
|
|
2022
Q2 | $2.9M | Buy |
11,273
+50
| +0.4% | +$12.8K | 0.65% | 42 |
|
|
2022
Q1 | $3.46M | Sell |
11,223
-139
| -1% | -$42.9K | 0.74% | 36 |
|
|
2021
Q4 | $3.82M | Sell |
11,362
-223
| -2% | -$75K | 0.84% | 31 |
|
|
2021
Q3 | $3.27M | Buy |
11,585
+212
| +2% | +$59.8K | 0.79% | 37 |
|
|
2021
Q2 | $3.08M | Sell |
11,373
-16
| -0.1% | -$4.33K | 0.77% | 35 |
|
|
2021
Q1 | $2.69M | Buy |
+11,389
| New | +$2.69M | 0.7% | 38 |
|
|
2020
Q2 | $2.26M | Buy |
11,117
+780
| +8% | +$159K | 0.75% | 29 |
|
|
2020
Q1 | $1.63M | Sell |
10,337
-141
| -1% | -$22.2K | 0.64% | 34 |
|
|
2019
Q4 | $1.65M | Sell |
10,478
-7,950
| -43% | -$1.25M | 0.53% | 43 |
|
|
2019
Q3 | $2.56M | Buy |
18,428
+713
| +4% | +$99.1K | 0.89% | 21 |
|
|
2019
Q2 | $2.37M | Buy |
17,715
+179
| +1% | +$24K | 0.88% | 23 |
|
|
2019
Q1 | $2.07M | Buy |
17,536
+274
| +2% | +$32.3K | 0.87% | 25 |
|
|
2018
Q4 | $1.75M | Buy |
17,262
+221
| +1% | +$22.5K | 0.91% | 22 |
|
|
2018
Q3 | $1.95M | Sell |
17,041
-248
| -1% | -$28.4K | 0.9% | 25 |
|
|
2018
Q2 | $1.71M | Buy |
17,289
+62
| +0.4% | +$6.11K | 0.95% | 24 |
|
|
2018
Q1 | $1.57M | Buy |
17,227
+2,353
| +16% | +$215K | 0.93% | 25 |
|
|
2017
Q4 | $1.27M | Buy |
+14,874
| New | +$1.27M | 0.91% | 27 |
|