Ownership history in CW Advisors, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which CW Advisors, LLC reported a position in MICROSOFT (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | ADDED | 490,591 | +78,719 | +19.1% | 2.36% | $244.0M | $494.54 |
| 2025 Q1 | ADDED | 411,872 | +113,974 | +38.3% | 1.86% | $155.5M | $372.54 |
| 2024 Q4 | REDUCED | 297,898 | -22,216 | -6.9% | 1.73% | $125.6M | $417.46 |
| 2024 Q3 | ADDED | 320,114 | +78,303 | +32.4% | 1.84% | $137.7M | $425.32 |
| 2024 Q2 | ADDED | 241,811 | +68,172 | +39.3% | 1.72% | $108.1M | $440.99 |
| 2024 Q1 | REDUCED | 173,639 | -14,319 | -7.6% | 1.26% | $73.1M | $414.36 |
| 2023 Q4 | ADDED | 187,958 | +19,031 | +11.3% | 1.30% | $70.7M | $369.67 |
| 2023 Q3 | ADDED | 168,927 | +5,473 | +3.3% | 1.10% | $53.3M | $309.77 |
| 2023 Q2 | ADDED | 163,454 | +58 | +0.0% | 1.29% | $55.7M | $333.39 |
| 2023 Q1 | ADDED | 163,396 | +885 | +0.5% | 1.14% | $47.1M | $281.63 |
As of 2025 Q4 — sorted by position size