VAFP
Vahanian & Associates Financial Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.23M | Sell |
3,271
-875
| -21% | -$329K | 4.86% | 4 |
|
|
2023
Q3 | $1.31M | Buy |
4,146
+60
| +1% | +$18.9K | 4.21% | 4 |
|
|
2023
Q2 | $1.39M | Sell |
4,086
-78
| -2% | -$26.6K | 4.4% | 3 |
|
|
2023
Q1 | $1.2M | Sell |
4,164
-462
| -10% | -$133K | 3.33% | 4 |
|
|
2022
Q4 | $1.11M | Sell |
4,626
-70
| -1% | -$16.8K | 3.63% | 4 |
|
|
2022
Q3 | $1.09M | Buy |
4,696
+477
| +11% | +$111K | 3.77% | 6 |
|
|
2022
Q2 | $1.08M | Sell |
4,219
-1,194
| -22% | -$307K | 4.66% | 6 |
|
|
2022
Q1 | $1.67M | Sell |
5,413
-6,940
| -56% | -$2.14M | 3.86% | 6 |
|
|
2021
Q4 | $4.16M | Buy |
+12,353
| New | +$4.16M | 3.35% | 4 |
|