CA
CV Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
35,716
+443
| +1% | +$220K | 5.46% | 3 |
|
|
2025
Q1 | $13.2M | Buy |
35,273
+2,092
| +6% | +$784K | 4.65% | 4 |
|
|
2024
Q4 | $13.9M | Buy |
33,181
+9,349
| +39% | +$3.92M | 4.84% | 5 |
|
|
2024
Q3 | $10.3M | Buy |
23,832
+714
| +3% | +$307K | 4.94% | 5 |
|
|
2024
Q2 | $10.3M | Buy |
23,118
+232
| +1% | +$104K | 5.42% | 5 |
|
|
2024
Q1 | $9.63M | Buy |
22,886
+5,074
| +28% | +$2.13M | 5.43% | 4 |
|
|
2023
Q4 | $6.7M | Sell |
17,812
-180
| -1% | -$67.7K | 4.51% | 4 |
|
|
2023
Q3 | $5.68M | Buy |
17,992
+144
| +0.8% | +$45.5K | 4.22% | 5 |
|
|
2023
Q2 | $6.08M | Buy |
17,848
+298
| +2% | +$101K | 4.46% | 4 |
|
|
2023
Q1 | $5.06M | Sell |
17,550
-1,352
| -7% | -$390K | 4.43% | 4 |
|
|
2022
Q4 | $4.53M | Buy |
18,902
+2,430
| +15% | +$583K | 4.35% | 4 |
|
|
2022
Q3 | $3.84M | Sell |
16,472
-2,331
| -12% | -$543K | 3.77% | 4 |
|
|
2022
Q2 | $4.83M | Buy |
18,803
+358
| +2% | +$91.9K | 4.57% | 4 |
|
|
2022
Q1 | $5.69M | Sell |
18,445
-549
| -3% | -$169K | 4.02% | 4 |
|
|
2021
Q4 | $6.39M | Buy |
+18,994
| New | +$6.39M | 3.65% | 5 |
|