CIAS
CFS Investment Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
14,455
+340
| +2% | +$169K | 0.59% | 42 |
|
|
2025
Q1 | $5.3M | Buy |
14,115
+71
| +0.5% | +$26.7K | 0.47% | 47 |
|
|
2024
Q4 | $5.92M | Buy |
14,044
+90
| +0.6% | +$37.9K | 0.53% | 43 |
|
|
2024
Q3 | $6M | Sell |
13,954
-13,826
| -50% | -$5.95M | 0.5% | 40 |
|
|
2024
Q2 | $12.4M | Buy |
+27,780
| New | +$12.4M | 1.01% | 23 |
|
|
2023
Q4 | – | Sell |
-11,030
| Closed | -$3.48M | – | 164 |
|
|
2023
Q3 | $3.48M | Buy |
11,030
+655
| +6% | +$207K | 0.56% | 36 |
|
|
2023
Q2 | $3.53M | Buy |
+10,375
| New | +$3.53M | 0.45% | 40 |
|
|
2022
Q4 | – | Sell |
-1,348,367
| Closed | -$14K | – | 212 |
|
|
2022
Q3 | $14K | Buy |
1,348,367
+1,343,634
| +28,389% | +$14K | ﹤0.01% | 133 |
|
|
2022
Q2 | $1.22M | Sell |
4,733
-1,222,041
| -100% | -$314M | 0.19% | 110 |
|
|
2022
Q1 | $6K | Buy |
1,226,774
+1,222,697
| +29,990% | +$5.98K | 0.03% | 195 |
|
|
2021
Q4 | $1.27M | Buy |
4,077
+64
| +2% | +$20K | 0.17% | 121 |
|
|
2021
Q3 | $1.13M | Buy |
4,013
+2,915
| +265% | +$822K | 0.16% | 132 |
|
|
2021
Q2 | $297K | Buy |
+1,098
| New | +$297K | 0.27% | 21 |
|
|
2020
Q4 | $670K | Buy |
+3,012
| New | +$670K | 0.11% | 133 |
|