MSFT MICROSOFT CORP

Ownership history in CVFG LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CVFG 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
2.61% (2025 Q3)
Avg. % of fund
2.45%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,997 +29 +0.4% 2.32% $3.4M $482.52
2025 Q3 ADDED 6,968 +402 +6.1% 2.61% $3.6M $515.81
2025 Q2 REDUCED 6,566 -61 -0.9% 2.59% $3.3M $494.54
2025 Q1 ADDED 6,627 +157 +2.4% 2.26% $2.5M $372.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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