CFS
CRA Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
41,413
-245
| -0.6% | -$122K | 3.15% | 6 |
|
|
2025
Q1 | $15.6M | Buy |
41,658
+484
| +1% | +$182K | 2.68% | 7 |
|
|
2024
Q4 | $17.4M | Buy |
41,174
+101
| +0.2% | +$42.6K | 2.98% | 6 |
|
|
2024
Q3 | $17.7M | Buy |
41,073
+616
| +2% | +$265K | 3.24% | 7 |
|
|
2024
Q2 | $18.1M | Sell |
40,457
-141
| -0.3% | -$63K | 3.65% | 5 |
|
|
2024
Q1 | $17.1M | Sell |
40,598
-278
| -0.7% | -$117K | 3.71% | 6 |
|
|
2023
Q4 | $15.4M | Sell |
40,876
-378
| -0.9% | -$142K | 3.76% | 6 |
|
|
2023
Q3 | $13M | Buy |
41,254
+97
| +0.2% | +$30.6K | 3.59% | 7 |
|
|
2023
Q2 | $14M | Sell |
41,157
-817
| -2% | -$278K | 3.79% | 7 |
|
|
2023
Q1 | $12.1M | Buy |
41,974
+22
| +0.1% | +$6.34K | 3.59% | 7 |
|
|
2022
Q4 | $10.1M | Buy |
41,952
+2,139
| +5% | +$513K | 3.29% | 7 |
|
|
2022
Q3 | $9.27M | Buy |
39,813
+14
| +0% | +$3.26K | 3.34% | 7 |
|
|
2022
Q2 | $10.2M | Sell |
39,799
-12,565
| -24% | -$3.23M | 3.5% | 6 |
|
|
2022
Q1 | $16.1M | Buy |
52,364
+247
| +0.5% | +$76.2K | 4.86% | 3 |
|
|
2021
Q4 | $17.5M | Buy |
52,117
+323
| +0.6% | +$109K | 5.21% | 3 |
|
|
2021
Q3 | $14.6M | Buy |
51,794
+985
| +2% | +$278K | 4.94% | 4 |
|
|
2021
Q2 | $13.8M | Buy |
50,809
+631
| +1% | +$171K | 4.79% | 5 |
|
|
2021
Q1 | $11.8M | Sell |
50,178
-981
| -2% | -$231K | 4.58% | 5 |
|
|
2020
Q4 | $11.4M | Buy |
51,159
+94
| +0.2% | +$20.9K | 4.78% | 5 |
|
|
2020
Q3 | $10.7M | Buy |
51,065
+1,913
| +4% | +$402K | 5.13% | 5 |
|
|
2020
Q2 | $10M | Buy |
49,152
+1,079
| +2% | +$220K | 5.28% | 4 |
|
|
2020
Q1 | $7.58M | Buy |
48,073
+25,572
| +114% | +$4.03M | 4.85% | 5 |
|
|
2019
Q4 | $3.55M | Buy |
22,501
+401
| +2% | +$63.2K | 1.94% | 11 |
|
|
2019
Q3 | $3.07M | Sell |
22,100
-667
| -3% | -$92.7K | 1.86% | 12 |
|
|
2019
Q2 | $3.05M | Buy |
22,767
+1,023
| +5% | +$137K | 1.83% | 12 |
|
|
2019
Q1 | $2.57M | Sell |
21,744
-1
| -0% | -$118 | 1.67% | 13 |
|
|
2018
Q4 | $2.21M | Buy |
+21,745
| New | +$2.21M | 1.59% | 15 |
|