CPA
Clear Perspective Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9.37M | Buy |
27,870
+3,630
| +15% | +$1.22M | 2.85% | 8 |
|
|
2021
Q3 | $6.83M | Sell |
24,240
-1,582
| -6% | -$446K | 2.34% | 9 |
|
|
2021
Q2 | $7M | Buy |
25,822
+2,899
| +13% | +$785K | 2.43% | 9 |
|
|
2021
Q1 | $5.41M | Buy |
22,923
+64
| +0.3% | +$15.1K | 2.11% | 10 |
|
|
2020
Q4 | $5.08M | Buy |
22,859
+448
| +2% | +$99.6K | 2.08% | 10 |
|
|
2020
Q3 | $1.05K | Sell |
22,411
-1,030
| -4% | -$48 | 0.49% | 39 |
|
|
2020
Q2 | $4.77M | Sell |
23,441
-15
| -0.1% | -$3.05K | 2.6% | 8 |
|
|
2020
Q1 | $3.7M | Sell |
23,456
-1,585
| -6% | -$250K | 2.47% | 8 |
|
|
2019
Q4 | $3.95M | Sell |
25,041
-590
| -2% | -$93K | 2.44% | 6 |
|
|
2019
Q3 | $3.56M | Buy |
25,631
+30
| +0.1% | +$4.17K | 1.62% | 14 |
|
|
2019
Q2 | $3.43M | Sell |
25,601
-988
| -4% | -$132K | 2.2% | 8 |
|
|
2019
Q1 | $3.21M | Buy |
26,589
+5,605
| +27% | +$676K | 2.28% | 8 |
|
|
2018
Q4 | $2.13M | Buy |
20,984
+3,402
| +19% | +$345K | 1.77% | 13 |
|
|
2018
Q3 | $2.01M | Buy |
17,582
+147
| +0.8% | +$16.8K | 1.49% | 13 |
|
|
2018
Q2 | $1.72M | Buy |
17,435
+1,435
| +9% | +$141K | 1.2% | 17 |
|
|
2018
Q1 | $1.46M | Buy |
16,000
+1,366
| +9% | +$125K | 1.09% | 20 |
|
|
2017
Q4 | $1.25M | Buy |
14,634
+233
| +2% | +$19.9K | 0.96% | 22 |
|
|
2017
Q3 | $1.07M | Sell |
14,401
-1,609
| -10% | -$120K | 0.88% | 27 |
|
|
2017
Q2 | $1.1M | Buy |
16,010
+1,703
| +12% | +$117K | 0.93% | 31 |
|
|
2017
Q1 | $942K | Buy |
14,307
+3,931
| +38% | +$259K | 0.62% | 36 |
|
|
2016
Q4 | $645K | Buy |
+10,376
| New | +$645K | 0.43% | 56 |
|