CRA Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.7M | Buy |
42,382
+1,125
| +3% | +$471K | 2.04% | 12 |
|
|
2025
Q4 | $20M | Buy |
41,257
+206
| +0.5% | +$103K | 2.61% | 9 |
|
|
2025
Q3 | $21.3M | Sell |
41,051
-362
| -0.9% | -$185K | 2.91% | 7 |
|
|
2025
Q2 | $20.6M | Sell |
41,413
-245
| -0.6% | -$106K | 3.15% | 6 |
|
|
2025
Q1 | $15.6M | Buy |
41,658
+484
| +1% | +$197K | 2.68% | 7 |
|
|
2024
Q4 | $17.4M | Buy |
41,174
+101
| +0.2% | +$43K | 2.98% | 6 |
|
|
2024
Q3 | $17.7M | Buy |
41,073
+616
| +2% | +$263K | 3.24% | 7 |
|
|
2024
Q2 | $18.1M | Sell |
40,457
-141
| -0.3% | -$59.5K | 3.65% | 5 |
|
|
2024
Q1 | $17.1M | Sell |
40,598
-278
| -0.7% | -$113K | 3.71% | 6 |
|
|
2023
Q4 | $15.4M | Sell |
40,876
-378
| -0.9% | -$135K | 3.76% | 6 |
|
|
2023
Q3 | $13M | Buy |
41,254
+97
| +0.2% | +$32.1K | 3.59% | 7 |
|
|
2023
Q2 | $14M | Sell |
41,157
-817
| -2% | -$256K | 3.79% | 7 |
|
|
2023
Q1 | $12.1M | Buy |
41,974
+22
| +0.1% | +$5.61K | 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% | +$3.7K | 3.34% | 7 |
|
|
2022
Q2 | $10.2M | Sell |
39,799
-12,565
| -24% | -$3.41M | 3.5% | 6 |
|
|
2022
Q1 | $16.1M | Buy |
52,364
+247
| +0.5% | +$74.3K | 4.86% | 3 |
|
|
2021
Q4 | $17.5M | Buy |
52,117
+323
| +0.6% | +$105K | 5.21% | 3 |
|
|
2021
Q3 | $14.6M | Buy |
51,794
+985
| +2% | +$287K | 4.94% | 4 |
|
|
2021
Q2 | $13.8M | Buy |
50,809
+631
| +1% | +$160K | 4.79% | 5 |
|
|
2021
Q1 | $11.8M | Sell |
50,178
-981
| -2% | -$228K | 4.58% | 5 |
|
|
2020
Q4 | $11.4M | Buy |
51,159
+94
| +0.2% | +$20.2K | 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% | +$196K | 5.28% | 4 |
|
|
2020
Q1 | $7.58M | Buy |
48,073
+25,572
| +114% | +$4.21M | 4.85% | 5 |
|
|
2019
Q4 | $3.55M | Buy |
22,501
+401
| +2% | +$58.9K | 1.94% | 11 |
|
|
2019
Q3 | $3.07M | Sell |
22,100
-667
| -3% | -$91.7K | 1.86% | 12 |
|
|
2019
Q2 | $3.05M | Buy |
22,767
+1,023
| +5% | +$130K | 1.83% | 12 |
|
|
2019
Q1 | $2.56M | Sell |
21,744
-1
| -0% | -$109 | 1.67% | 13 |
|
|
2018
Q4 | $2.21M | Buy |
+21,745
| New | +$2.33M | 1.59% | 15 |
|
Other funds holding MSFT
VCM
VPM
