MSFT MICROSOFT CORP

Ownership history in CV Advisors LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which CV 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
5.46% (2025 Q2)
Avg. % of fund
4.61%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,800 -155 -0.4% 4.42% $17.3M $482.52
2025 Q3 ADDED 35,955 +239 +0.7% 5.16% $18.6M $515.81
2025 Q2 ADDED 35,716 +443 +1.3% 5.46% $17.8M $494.54
2025 Q1 ADDED 35,273 +2,092 +6.3% 4.65% $13.2M $372.54
2024 Q4 ADDED 33,181 +9,349 +39.2% 4.84% $13.9M $417.46
2024 Q3 ADDED 23,832 +714 +3.1% 4.94% $10.3M $425.32
2024 Q2 ADDED 23,118 +232 +1.0% 5.42% $10.3M $440.99
2024 Q1 ADDED 22,886 +5,074 +28.5% 5.43% $9.6M $414.36
2023 Q4 REDUCED 17,812 -180 -1.0% 4.51% $6.7M $369.67
2023 Q3 ADDED 17,992 +144 +0.8% 4.22% $5.7M $309.77
7 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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