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Carroll Financial Associates, Inc.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on MSFT, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 146,227 MSFT shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 146,227 shares
    Change vs previous 13F -332 shares

    2.67% of the 13F portfolio, value $50,075,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 146,559 shares
    Change vs previous 13F -650 shares

    2.31% of the 13F portfolio, value $41,317,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 147,209 shares
    Change vs previous 13F -2,001 shares

    2.26% of the 13F portfolio, value $39,879,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 149,210 shares
    Change vs previous 13F -4,832 shares

    2.16% of the 13F portfolio, value $35,179,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 154,042 shares
    Change vs previous 13F -2,721 shares

    2.28% of the 13F portfolio, value $34,262,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 156,763 shares
    Change vs previous 13F -11,491 shares

    2.55% of the 13F portfolio, value $32,972,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 168,254 shares
    Change vs previous 13F -541 shares

    2.86% of the 13F portfolio, value $34,241,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 168,795 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $26,620,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).