KCFA
Key Client Fiduciary Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Sell |
16,913
-24
| -0.1% | -$11.9K | 3.4% | 4 |
|
|
2025
Q1 | $6.36M | Sell |
16,937
-6,912
| -29% | -$2.59M | 2.89% | 5 |
|
|
2024
Q4 | $10.1M | Sell |
23,849
-124
| -0.5% | -$52.3K | 4.43% | 3 |
|
|
2024
Q3 | $10.3M | Buy |
23,973
+254
| +1% | +$109K | 4.62% | 3 |
|
|
2024
Q2 | $10.6M | Sell |
23,719
-38
| -0.2% | -$17K | 5.27% | 3 |
|
|
2024
Q1 | $9.99M | Sell |
23,757
-137
| -0.6% | -$57.6K | 5.3% | 1 |
|
|
2023
Q4 | $8.98M | Sell |
23,894
-1,204
| -5% | -$453K | 5.21% | 3 |
|
|
2023
Q3 | $7.92M | Buy |
25,098
+1,132
| +5% | +$357K | 4.86% | 2 |
|
|
2023
Q2 | $8.16M | Sell |
23,966
-2
| -0% | -$681 | 4.75% | 3 |
|
|
2023
Q1 | $6.91M | Sell |
23,968
-22
| -0.1% | -$6.34K | 4.31% | 3 |
|
|
2022
Q4 | $5.75M | Buy |
23,990
+7,075
| +42% | +$1.7M | 3.88% | 5 |
|
|
2022
Q3 | $3.94M | Buy |
16,915
+791
| +5% | +$184K | 3.56% | 8 |
|
|
2022
Q2 | $4.14M | Buy |
16,124
+415
| +3% | +$107K | 4.03% | 7 |
|
|
2022
Q1 | $4.84M | Buy |
15,709
+5,374
| +52% | +$1.66M | 3.83% | 6 |
|
|
2021
Q4 | $3.48M | Buy |
+10,335
| New | +$3.48M | 2.87% | 7 |
|