CIR
Clear Investment Research’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
4,245
+33
| +0.8% | +$16.4K | 2.66% | 9 |
|
|
2025
Q1 | $1.58M | Buy |
4,212
+151
| +4% | +$56.7K | 2.11% | 12 |
|
|
2024
Q4 | $1.71M | Sell |
4,061
-5
| -0.1% | -$2.11K | 2.2% | 12 |
|
|
2024
Q3 | $1.75M | Buy |
4,066
+45
| +1% | +$19.4K | 2.28% | 11 |
|
|
2024
Q2 | $1.8M | Buy |
4,021
+96
| +2% | +$42.9K | 2.34% | 14 |
|
|
2024
Q1 | $1.65M | Sell |
3,925
-39
| -1% | -$16.4K | 2.22% | 13 |
|
|
2023
Q4 | $1.49M | Buy |
3,964
+354
| +10% | +$133K | 2.1% | 13 |
|
|
2023
Q3 | $1.14M | Buy |
3,610
+109
| +3% | +$34.4K | 1.98% | 15 |
|
|
2023
Q2 | $1.19M | Buy |
3,501
+241
| +7% | +$82.1K | 2% | 15 |
|
|
2023
Q1 | $940K | Buy |
3,260
+145
| +5% | +$41.8K | 1.65% | 16 |
|
|
2022
Q4 | $747K | Buy |
3,115
+415
| +15% | +$99.5K | 1.45% | 18 |
|
|
2022
Q3 | $629K | Buy |
2,700
+1,037
| +62% | +$242K | 1.33% | 18 |
|
|
2022
Q2 | $427K | Buy |
1,663
+3
| +0.2% | +$770 | 0.94% | 24 |
|
|
2022
Q1 | $512K | Buy |
1,660
+3
| +0.2% | +$925 | 1% | 22 |
|
|
2021
Q4 | $558K | Buy |
1,657
+22
| +1% | +$7.41K | 0.86% | 22 |
|
|
2021
Q3 | $461K | Buy |
1,635
+2
| +0.1% | +$564 | 0.75% | 24 |
|
|
2021
Q2 | $442K | Buy |
1,633
+1,001
| +158% | +$271K | 0.74% | 26 |
|
|
2021
Q1 | $149K | Buy |
632
+1
| +0.2% | +$236 | 0.27% | 51 |
|
|
2020
Q4 | $140K | Buy |
631
+101
| +19% | +$22.4K | 0.25% | 51 |
|
|
2020
Q3 | $112K | Buy |
530
+2
| +0.4% | +$423 | 0.23% | 54 |
|
|
2020
Q2 | $107K | Sell |
528
-46
| -8% | -$9.32K | 0.23% | 51 |
|
|
2020
Q1 | $91K | Buy |
574
+51
| +10% | +$8.09K | 0.22% | 53 |
|
|
2019
Q4 | $83K | Buy |
523
+480
| +1,116% | +$76.2K | 0.17% | 59 |
|
|
2019
Q3 | $6K | Hold |
43
| – | – | 0.01% | 88 |
|
|
2019
Q2 | $6K | Hold |
43
| – | – | 0.01% | 87 |
|
|
2019
Q1 | $5K | Hold |
43
| – | – | 0.01% | 84 |
|
|
2018
Q4 | $4K | Hold |
43
| – | – | 0.01% | 83 |
|
|
2018
Q3 | $5K | Buy |
+43
| New | +$5K | 0.01% | 83 |
|
|
2017
Q2 | – | Sell |
-201
| Closed | -$13K | – | 56 |
|
|
2017
Q1 | $13K | Buy |
+201
| New | +$13K | 0.01% | 32 |
|