Kavar Capital Partners Group’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 | $15.5M | Buy |
41,744
+480
| +1% | +$201K | 1.94% | 11 |
|
|
2025
Q4 | $20M | Buy |
41,264
+396
| +1% | +$198K | 2.75% | 8 |
|
|
2025
Q3 | $21.2M | Buy |
40,868
+197
| +0.5% | +$100K | 2.82% | 8 |
|
|
2025
Q2 | $20.2M | Sell |
40,671
-327
| -0.8% | -$142K | 2.91% | 6 |
|
|
2025
Q1 | $15.4M | Sell |
40,998
-72
| -0.2% | -$29.4K | 2.56% | 8 |
|
|
2024
Q4 | $17.3M | Buy |
41,070
+325
| +0.8% | +$138K | 2.93% | 8 |
|
|
2024
Q3 | $17.5M | Sell |
40,745
-200
| -0.5% | -$85.5K | 2.77% | 9 |
|
|
2024
Q2 | $18.3M | Buy |
40,945
+498
| +1% | +$210K | 3.3% | 7 |
|
|
2024
Q1 | $17M | Buy |
40,447
+2,372
| +6% | +$960K | 3.14% | 7 |
|
|
2023
Q4 | $14.3M | Sell |
38,075
-20
| -0.1% | -$7.12K | 1.6% | 16 |
|
|
2023
Q3 | $12M | Buy |
38,095
+251
| +0.7% | +$82.9K | 2.61% | 7 |
|
|
2023
Q2 | $12.9M | Sell |
37,844
-1,499
| -4% | -$470K | 2.75% | 6 |
|
|
2023
Q1 | $11.3M | Buy |
39,343
+215
| +0.5% | +$54.8K | 2.45% | 7 |
|
|
2022
Q4 | $9.38M | Buy |
39,128
+689
| +2% | +$165K | 2.16% | 12 |
|
|
2022
Q3 | $8.95M | Buy |
38,439
+1,506
| +4% | +$398K | 2.28% | 10 |
|
|
2022
Q2 | $9.49M | Buy |
36,933
+4,193
| +13% | +$1.14M | 2.2% | 10 |
|
|
2022
Q1 | $10.1M | Buy |
32,740
+2,854
| +10% | +$859K | 2.18% | 12 |
|
|
2021
Q4 | $10.1M | Buy |
29,886
+692
| +2% | +$224K | 2.09% | 10 |
|
|
2021
Q3 | $8.23M | Buy |
29,194
+377
| +1% | +$110K | 1.88% | 11 |
|
|
2021
Q2 | $7.81M | Buy |
28,817
+625
| +2% | +$159K | 1.88% | 13 |
|
|
2021
Q1 | $6.65M | Buy |
28,192
+725
| +3% | +$168K | 1.79% | 14 |
|
|
2020
Q4 | $6.11M | Buy |
27,467
+5,332
| +24% | +$1.15M | 1.76% | 15 |
|
|
2020
Q3 | $4.66M | Sell |
22,135
-6
| -0% | -$1.26K | 1.57% | 19 |
|
|
2020
Q2 | $4.51M | Buy |
22,141
+372
| +2% | +$67.5K | 1.73% | 16 |
|
|
2020
Q1 | $3.43M | Buy |
21,769
+827
| +4% | +$136K | 1.65% | 18 |
|
|
2019
Q4 | $3.3M | Sell |
20,942
-200
| -0.9% | -$29.4K | 1.22% | 28 |
|
|
2019
Q3 | $2.94M | Buy |
21,142
+100
| +0.5% | +$13.8K | 1.15% | 31 |
|
|
2019
Q2 | $2.82M | Buy |
21,042
+470
| +2% | +$59.7K | 1.11% | 31 |
|
|
2019
Q1 | $2.43M | Buy |
20,572
+3,948
| +24% | +$431K | 1.08% | 34 |
|
|
2018
Q4 | $1.69M | Sell |
16,624
-1,112
| -6% | -$119K | 0.91% | 43 |
|
|
2018
Q3 | $2.03M | Sell |
17,736
-450
| -2% | -$48.8K | 1% | 45 |
|
|
2018
Q2 | $1.79M | Hold |
18,186
| – | – | 0.9% | 47 |
|
|
2018
Q1 | $1.66M | Buy |
18,186
+400
| +2% | +$36.6K | 0.87% | 49 |
|
|
2017
Q4 | $1.52M | Sell |
17,786
-3,800
| -18% | -$312K | 0.81% | 55 |
|
|
2017
Q3 | $1.61M | Hold |
21,586
| – | – | 0.88% | 54 |
|
|
2017
Q2 | $1.49M | Sell |
21,586
-600
| -3% | -$41.2K | 0.81% | 57 |
|
|
2017
Q1 | $1.46M | Buy |
22,186
+8,324
| +60% | +$533K | 0.81% | 58 |
|
|
2016
Q4 | $861K | Buy |
13,862
+20
| +0.1% | +$1.2K | 0.54% | 66 |
|
|
2016
Q3 | $797K | Sell |
13,842
-850
| -6% | -$48K | 0.51% | 70 |
|
|
2016
Q2 | $752K | Sell |
14,692
-200
| -1% | -$10.4K | 0.48% | 72 |
|
|
2016
Q1 | $822K | Buy |
14,892
+40
| +0.3% | +$2.1K | 0.54% | 70 |
|
|
2015
Q4 | $823K | Buy |
14,852
+900
| +6% | +$47.4K | 0.53% | 69 |
|
|
2015
Q3 | $617K | Sell |
13,952
-633
| -4% | -$28.4K | 0.44% | 74 |
|
|
2015
Q2 | $643K | Hold |
14,585
| – | – | 0.44% | 75 |
|
|
2015
Q1 | $593K | Sell |
14,585
-200
| -1% | -$8.71K | 0.5% | 73 |
|
|
2014
Q4 | $687K | Sell |
14,785
-4
| -0% | -$188 | 0.54% | 76 |
|
|
2014
Q3 | $686K | Buy |
14,789
+117
| +0.8% | +$5.22K | 0.59% | 72 |
|
|
2014
Q2 | $612K | Sell |
14,672
-242
| -2% | -$9.79K | 0.52% | 85 |
|
|
2014
Q1 | $611K | Sell |
14,914
-249
| -2% | -$9.35K | 0.51% | 81 |
|
|
2013
Q4 | $567K | Buy |
+15,163
| New | +$551K | 0.51% | 77 |
|
Other funds holding MSFT
VCM
VPM
