CF
Convergence Financial’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Buy |
16,566
+651
| +4% | +$324K | 1.42% | 21 |
|
|
2025
Q1 | $5.97M | Buy |
15,915
+463
| +3% | +$174K | 1.17% | 21 |
|
|
2024
Q4 | $6.51M | Sell |
15,452
-113
| -0.7% | -$47.6K | 1.3% | 20 |
|
|
2024
Q3 | $6.7M | Sell |
15,565
-488
| -3% | -$210K | 1.42% | 20 |
|
|
2024
Q2 | $7.18M | Buy |
+16,053
| New | +$7.18M | 1.9% | 15 |
|
|
2024
Q1 | – | Sell |
-582
| Closed | -$219K | – | 51 |
|
|
2023
Q4 | $219K | Buy |
+582
| New | +$219K | 0.1% | 38 |
|