CIA
Concurrent Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206M | Buy |
413,243
+191,914
| +87% | +$95.5M | 3.97% | 1 |
|
|
2025
Q1 | $83.1M | Buy |
221,329
+33,866
| +18% | +$12.7M | 2.02% | 5 |
|
|
2024
Q4 | $79M | Buy |
187,463
+7,548
| +4% | +$3.18M | 2.13% | 5 |
|
|
2024
Q3 | $77.4M | Buy |
179,915
+6,115
| +4% | +$2.63M | 2.29% | 4 |
|
|
2024
Q2 | $77.7M | Buy |
173,800
+41,877
| +32% | +$18.7M | 2.55% | 4 |
|
|
2024
Q1 | $55.5M | Sell |
131,923
-638
| -0.5% | -$268K | 2.24% | 4 |
|
|
2023
Q4 | $49.8M | Buy |
+132,561
| New | +$49.8M | 2.35% | 3 |
|