CFS
Commonwealth Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
21,859
+244
| +1% | +$121K | 2.09% | 9 |
|
|
2025
Q1 | $8.11M | Sell |
21,615
-10
| -0% | -$3.75K | 1.66% | 16 |
|
|
2024
Q4 | $9.12M | Buy |
21,625
+1,470
| +7% | +$620K | 1.79% | 17 |
|
|
2024
Q3 | $8.48M | Buy |
20,155
+187
| +0.9% | +$78.7K | 1.67% | 19 |
|
|
2024
Q2 | $9.31M | Buy |
19,968
+412
| +2% | +$192K | 1.91% | 14 |
|
|
2024
Q1 | $7.35M | Hold |
19,556
| – | – | 1.73% | 20 |
|
|
2023
Q4 | $7.35M | Sell |
19,556
-1
| -0% | -$376 | 1.73% | 20 |
|
|
2023
Q3 | $6.18M | Buy |
+19,557
| New | +$6.18M | 1.84% | 17 |
|
|
2017
Q1 | $507K | Buy |
7,736
+143
| +2% | +$9.37K | 0.55% | 17 |
|
|
2016
Q4 | $476K | Buy |
7,593
+72
| +1% | +$4.51K | 0.47% | 26 |
|
|
2016
Q3 | $433K | Buy |
7,521
+680
| +10% | +$39.1K | 0.41% | 28 |
|
|
2016
Q2 | $350K | Hold |
6,841
| – | – | 0.41% | 29 |
|
|
2016
Q1 | $378K | Sell |
6,841
-3,583
| -34% | -$198K | 0.56% | 14 |
|
|
2015
Q4 | $578K | Sell |
10,424
-876
| -8% | -$48.6K | 1.96% | 10 |
|
|
2015
Q3 | $500K | Hold |
11,300
| – | – | 0.58% | 13 |
|
|
2015
Q2 | $499K | Sell |
11,300
-175
| -2% | -$7.73K | 0.54% | 15 |
|
|
2015
Q1 | $467K | Buy |
11,475
+37
| +0.3% | +$1.51K | 0.41% | 23 |
|
|
2014
Q4 | $531K | Buy |
+11,438
| New | +$531K | 0.48% | 18 |
|