Clear Creek Financial Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1M | Buy |
35,329
+4,588
| +15% | +$1.92M | 1% | 17 |
|
|
2025
Q4 | $14.9M | Sell |
30,741
-97
| -0.3% | -$48.6K | 1.21% | 12 |
|
|
2025
Q3 | $16M | Buy |
30,838
+1,166
| +4% | +$595K | 1.38% | 12 |
|
|
2025
Q2 | $14.8M | Buy |
29,672
+126
| +0.4% | +$54.7K | 1.4% | 11 |
|
|
2025
Q1 | $11.1M | Buy |
29,546
+1,230
| +4% | +$501K | 1.15% | 13 |
|
|
2024
Q4 | $11.9M | Buy |
28,316
+843
| +3% | +$359K | 1.29% | 14 |
|
|
2024
Q3 | $11.8M | Buy |
27,473
+579
| +2% | +$248K | 1.34% | 12 |
|
|
2024
Q2 | $12M | Buy |
26,894
+645
| +2% | +$272K | 1.46% | 10 |
|
|
2024
Q1 | $11M | Sell |
26,249
-1,386
| -5% | -$561K | 1.41% | 10 |
|
|
2023
Q4 | $10.4M | Buy |
27,635
+520
| +2% | +$185K | 1.65% | 10 |
|
|
2023
Q3 | $8.56M | Buy |
27,115
+404
| +2% | +$133K | 1.5% | 11 |
|
|
2023
Q2 | $9.1M | Sell |
26,711
-769
| -3% | -$241K | 1.58% | 17 |
|
|
2023
Q1 | $7.92M | Sell |
27,480
-1,071
| -4% | -$273K | 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% | -$272K | 1.54% | 11 |
|
|
2022
Q2 | $7.94M | Buy |
30,930
+28
| +0.1% | +$7.6K | 1.66% | 14 |
|
|
2022
Q1 | $9.53M | Buy |
30,902
+479
| +2% | +$144K | 1.49% | 14 |
|
|
2021
Q4 | $10.2M | Sell |
30,423
-2,470
| -8% | -$801K | 1.54% | 14 |
|
|
2021
Q3 | $9.27M | Buy |
32,893
+197
| +0.6% | +$57.3K | 1.49% | 12 |
|
|
2021
Q2 | $8.86M | Buy |
32,696
+27,446
| +523% | +$6.98M | 1.37% | 18 |
|
|
2021
Q1 | $1.36M | Sell |
5,250
-24,860
| -83% | -$5.77M | 2.73% | 16 |
|
|
2020
Q4 | $6.7M | Buy |
+30,110
| New | +$6.47M | 1.29% | 20 |
|
|
2020
Q3 | – | Sell |
-26,220
| Closed | -$5.33M | – | 194 |
|
|
2020
Q2 | $5.33M | Buy |
26,220
+13,433
| +105% | +$2.44M | 1.38% | 17 |
|
|
2020
Q1 | $2.24M | Buy |
12,787
+703
| +6% | +$116K | 0.85% | 28 |
|
|
2019
Q4 | $1.96M | Buy |
12,084
+1,208
| +11% | +$177K | 0.77% | 24 |
|
|
2019
Q3 | $1.6M | Sell |
10,876
-2,964
| -21% | -$408K | 0.77% | 21 |
|
|
2019
Q2 | $1.85M | Buy |
+13,840
| New | +$1.76M | 0.79% | 23 |
|
Other funds holding MSFT
VCM
VPM