CFAM
Coury Firm Asset Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.58M | Buy |
8,158
+1,204
| +17% | +$380K | 4.12% | 7 |
|
2023
Q2 | $2.37M | Buy |
6,954
+4
| +0.1% | +$1.36K | 3.42% | 7 |
|
2023
Q1 | $2M | Buy |
6,950
+2,793
| +67% | +$805K | 2.82% | 7 |
|
2022
Q4 | $997K | Sell |
4,157
-75
| -2% | -$18K | 1.48% | 13 |
|
2022
Q3 | $986K | Buy |
4,232
+6
| +0.1% | +$1.4K | 1.49% | 13 |
|
2022
Q2 | $1.09M | Hold |
4,226
| – | – | 1.44% | 14 |
|
2022
Q1 | $1.3M | Sell |
4,226
-151
| -3% | -$46.6K | 1.13% | 15 |
|
2021
Q4 | $1.46M | Buy |
+4,377
| New | +$1.46M | 1.11% | 14 |
|