MSFT Microsoft COM

Ownership history in CWC Advisors, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which CWC Advisors, LLC. reported a position in Microsoft COM (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
1.96% (2025 Q3)
Avg. % of fund
1.06%
First filed
2012 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,724 +9 +0.1% 1.80% $3.7M $482.52
2025 Q3 ADDED 7,715 +1,037 +15.5% 1.96% $4.0M $515.81
2025 Q2 ADDED 6,678 +201 +3.1% 1.72% $3.3M $494.54
2025 Q1 ADDED 6,477 +2,626 +68.2% 1.38% $2.4M $372.54
2024 Q4 REDUCED 3,851 -16 -0.4% 1.62% $1.6M $417.46
2024 Q3 REDUCED 3,867 -789 -16.9% 1.64% $1.7M $425.32
2012 Q4 REDUCED 4,656 -281 -5.7% 0.15% $124K $21.46
2012 Q3 ADDED 4,937 +240 +5.1% 0.13% $147K $23.72
2012 Q2 ADDED 4,697 +805 +20.7% 0.11% $144K $24.22
2012 Q1 INITIATED 3,892 0.10% $126K
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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