FVWA
Foster Victor Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
69,306
+3,853
| +6% | +$1.94M | 2.37% | 3 |
|
|
2025
Q1 | $25.4M | Buy |
65,453
+7,936
| +14% | +$3.08M | 2.04% | 5 |
|
|
2024
Q4 | $24.7M | Buy |
57,517
+2,724
| +5% | +$1.17M | 1.89% | 6 |
|
|
2024
Q3 | $22.9M | Buy |
54,793
+9,795
| +22% | +$4.09M | 1.83% | 6 |
|
|
2024
Q2 | $20.2M | Buy |
44,998
+1,354
| +3% | +$609K | 1.69% | 9 |
|
|
2024
Q1 | $18.7M | Buy |
43,644
+1,186
| +3% | +$508K | 1.7% | 13 |
|
|
2023
Q4 | $15.9M | Sell |
42,458
-2,837
| -6% | -$1.06M | 1.63% | 14 |
|
|
2023
Q3 | $14.8M | Sell |
45,295
-1,216
| -3% | -$398K | 1.73% | 14 |
|
|
2023
Q2 | $15.7M | Sell |
46,511
-912
| -2% | -$308K | 1.75% | 15 |
|
|
2023
Q1 | $13.6M | Buy |
47,423
+1,676
| +4% | +$481K | 1.65% | 20 |
|
|
2022
Q4 | $10.3M | Buy |
45,747
+1,980
| +5% | +$445K | 1.31% | 29 |
|
|
2022
Q3 | $10.8M | Buy |
43,767
+2,164
| +5% | +$534K | 1.57% | 24 |
|
|
2022
Q2 | $11.1M | Buy |
41,603
+1,391
| +3% | +$370K | 1.65% | 19 |
|
|
2022
Q1 | $12M | Sell |
40,212
-982
| -2% | -$294K | 1.65% | 18 |
|
|
2021
Q4 | $13.1M | Buy |
41,194
+2,648
| +7% | +$843K | 1.78% | 15 |
|
|
2021
Q3 | $10.9M | Buy |
38,546
+2,575
| +7% | +$726K | 1.74% | 16 |
|
|
2021
Q2 | $9.74M | Buy |
35,971
+2,204
| +7% | +$597K | 1.63% | 17 |
|
|
2021
Q1 | $8.73M | Buy |
33,767
+6,083
| +22% | +$1.57M | 1.62% | 19 |
|
|
2020
Q4 | $6.16M | Buy |
27,684
+4,011
| +17% | +$892K | 1.4% | 24 |
|
|
2020
Q3 | $4.98M | Buy |
23,673
+3,317
| +16% | +$698K | 1.35% | 26 |
|
|
2020
Q2 | $4.14M | Buy |
20,356
+3,103
| +18% | +$632K | 1.37% | 29 |
|
|
2020
Q1 | $2.9M | Buy |
17,253
+14,603
| +551% | +$2.45M | 1.27% | 33 |
|
|
2019
Q4 | $424K | Sell |
2,650
-73
| -3% | -$11.7K | 0.18% | 74 |
|
|
2019
Q3 | $373K | Buy |
2,723
+182
| +7% | +$24.9K | 0.21% | 66 |
|
|
2019
Q2 | $348K | Buy |
2,541
+167
| +7% | +$22.9K | 0.26% | 66 |
|
|
2019
Q1 | $280K | Buy |
2,374
+15
| +0.6% | +$1.77K | 0.22% | 73 |
|
|
2018
Q4 | $240K | Buy |
+2,359
| New | +$240K | 0.23% | 71 |
|