CCFM
Clear Creek Financial Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
29,672
+126
| +0.4% | +$62.7K | 1.4% | 11 |
|
|
2025
Q1 | $11.1M | Buy |
29,546
+1,230
| +4% | +$462K | 1.15% | 13 |
|
|
2024
Q4 | $11.9M | Buy |
28,316
+843
| +3% | +$355K | 1.29% | 14 |
|
|
2024
Q3 | $11.8M | Buy |
27,473
+579
| +2% | +$249K | 1.34% | 12 |
|
|
2024
Q2 | $12M | Buy |
26,894
+645
| +2% | +$288K | 1.46% | 10 |
|
|
2024
Q1 | $11M | Sell |
26,249
-1,386
| -5% | -$583K | 1.41% | 10 |
|
|
2023
Q4 | $10.4M | Buy |
27,635
+520
| +2% | +$195K | 1.65% | 10 |
|
|
2023
Q3 | $8.56M | Buy |
27,115
+404
| +2% | +$128K | 1.5% | 11 |
|
|
2023
Q2 | $9.1M | Sell |
26,711
-769
| -3% | -$262K | 1.58% | 17 |
|
|
2023
Q1 | $7.92M | Sell |
27,480
-1,071
| -4% | -$309K | 1.5% | 13 |
|
|
2022
Q4 | $6.85M | Sell |
28,551
-1,350
| -5% | -$324K | 1.5% | 15 |
|
|
2022
Q3 | $6.96M | Sell |
29,901
-1,029
| -3% | -$240K | 1.54% | 11 |
|
|
2022
Q2 | $7.94M | Buy |
30,930
+28
| +0.1% | +$7.19K | 1.66% | 14 |
|
|
2022
Q1 | $9.53M | Buy |
30,902
+479
| +2% | +$148K | 1.49% | 14 |
|
|
2021
Q4 | $10.2M | Sell |
30,423
-2,470
| -8% | -$831K | 1.54% | 14 |
|
|
2021
Q3 | $9.27M | Buy |
32,893
+197
| +0.6% | +$55.5K | 1.49% | 12 |
|
|
2021
Q2 | $8.86M | Buy |
32,696
+27,446
| +523% | +$7.43M | 1.37% | 18 |
|
|
2021
Q1 | $1.36M | Sell |
5,250
-24,860
| -83% | -$6.44M | 2.73% | 16 |
|
|
2020
Q4 | $6.7M | Buy |
+30,110
| New | +$6.7M | 1.29% | 20 |
|
|
2020
Q3 | – | Sell |
-26,220
| Closed | -$5.34M | – | 194 |
|
|
2020
Q2 | $5.34M | Buy |
26,220
+13,433
| +105% | +$2.73M | 1.38% | 17 |
|
|
2020
Q1 | $2.24M | Buy |
12,787
+703
| +6% | +$123K | 0.85% | 28 |
|
|
2019
Q4 | $1.96M | Buy |
12,084
+1,208
| +11% | +$196K | 0.77% | 24 |
|
|
2019
Q3 | $1.6M | Sell |
10,876
-2,964
| -21% | -$436K | 0.77% | 21 |
|
|
2019
Q2 | $1.85M | Buy |
+13,840
| New | +$1.85M | 0.79% | 23 |
|