MSFT MICROSOFT CORP

Ownership history in CGN Advisors LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which CGN Advisors LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.29% (2024 Q1)
Avg. % of fund
1.02%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,710 +2,117 +7.4% 1.18% $14.9M $482.52
2025 Q3 REDUCED 28,593 -89 -0.3% 1.22% $14.8M $515.81
2025 Q2 REDUCED 28,682 -592 -2.0% 1.27% $14.3M $494.54
2025 Q1 REDUCED 29,274 -1,470 -4.8% 1.08% $11.0M $372.54
2024 Q4 ADDED 30,744 +4,238 +16.0% 1.26% $13.0M $417.46
2024 Q3 ADDED 26,506 +1,781 +7.2% 1.15% $11.4M $425.32
2024 Q2 ADDED 24,725 +557 +2.3% 1.29% $11.1M $440.99
2024 Q1 ADDED 24,168 +452 +1.9% 1.29% $10.2M $414.36
2023 Q4 REDUCED 23,716 -1,512 -6.0% 1.24% $8.9M $369.67
2023 Q3 ADDED 25,228 +3,223 +14.6% 1.07% $8.0M $309.77
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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