CVA Family Office’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
25,661
+864
| +3% | +$430K | 1.79% | 11 |
|
|
2025
Q1 | $9.31M | Buy |
24,797
+592
| +2% | +$222K | 1.43% | 14 |
|
|
2024
Q4 | $10.2M | Buy |
24,205
+1,683
| +7% | +$709K | 1.62% | 13 |
|
|
2024
Q3 | $9.69M | Sell |
22,522
-91
| -0.4% | -$39.2K | 1.57% | 12 |
|
|
2024
Q2 | $10.1M | Buy |
22,613
+442
| +2% | +$198K | 1.82% | 11 |
|
|
2024
Q1 | $9.33M | Buy |
22,171
+51
| +0.2% | +$21.5K | 1.67% | 12 |
|
|
2023
Q4 | $8.32M | Sell |
22,120
-11
| -0% | -$4.14K | 1.62% | 15 |
|
|
2023
Q3 | $6.99M | Buy |
22,131
+854
| +4% | +$270K | 1.59% | 15 |
|
|
2023
Q2 | $7.25M | Buy |
21,277
+1,448
| +7% | +$493K | 1.52% | 16 |
|
|
2023
Q1 | $5.72M | Buy |
19,829
+1,859
| +10% | +$536K | 1.28% | 19 |
|
|
2022
Q4 | $4.31M | Sell |
17,970
-368
| -2% | -$88.3K | 1.05% | 24 |
|
|
2022
Q3 | $4.27M | Sell |
18,338
-311
| -2% | -$72.4K | 1.16% | 25 |
|
|
2022
Q2 | $4.79M | Buy |
18,649
+1,018
| +6% | +$261K | 1.3% | 19 |
|
|
2022
Q1 | $5.44M | Buy |
17,631
+1,573
| +10% | +$485K | 1.3% | 19 |
|
|
2021
Q4 | $5.4M | Buy |
16,058
+10,989
| +217% | +$3.7M | 1.34% | 17 |
|
|
2021
Q3 | $1.07M | Sell |
5,069
-10,924
| -68% | -$2.3M | 0.77% | 33 |
|
|
2021
Q2 | $4.33M | Buy |
15,993
+5,364
| +50% | +$1.45M | 1.23% | 19 |
|
|
2021
Q1 | $2.51M | Buy |
10,629
+5,666
| +114% | +$1.34M | 0.95% | 28 |
|
|
2020
Q4 | $1.1M | Sell |
4,963
-106
| -2% | -$23.6K | 0.68% | 34 |
|
|
2020
Q3 | $1.07M | Buy |
5,069
+491
| +11% | +$103K | 0.77% | 33 |
|
|
2020
Q2 | $932K | Buy |
4,578
+641
| +16% | +$130K | 0.77% | 31 |
|
|
2020
Q1 | $621K | Sell |
3,937
-424
| -10% | -$66.9K | 0.63% | 35 |
|
|
2019
Q4 | $688K | Buy |
+4,361
| New | +$688K | 0.63% | 35 |
|