CIS
Custom Index Systems’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.59M | Sell |
9,232
-1,980
| -18% | -$985K | 2.19% | 5 |
|
2025
Q1 | $4.21M | Buy |
11,212
+2,839
| +34% | +$1.07M | 2.13% | 3 |
|
2024
Q4 | $3.53M | Buy |
8,373
+1,111
| +15% | +$468K | 1.89% | 5 |
|
2024
Q3 | $3.12M | Buy |
7,262
+1,190
| +20% | +$512K | 1.69% | 7 |
|
2024
Q2 | $2.71M | Buy |
6,072
+81
| +1% | +$36.2K | 1.56% | 9 |
|
2024
Q1 | $2.52M | Buy |
5,991
+197
| +3% | +$82.9K | 1.43% | 11 |
|
2023
Q4 | $2.18M | Buy |
+5,794
| New | +$2.18M | 1.34% | 11 |
|