VFA
Valeo Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Buy |
502,200
+228,261
| +83% | +$46.6M | 2.47% | 9 |
|
|
2025
Q1 | $75.6M | Buy |
273,939
+3,390
| +1% | +$935K | 2.11% | 12 |
|
|
2024
Q4 | $83.4M | Buy |
270,549
+44,995
| +20% | +$13.9M | 2.32% | 10 |
|
|
2024
Q3 | $83.9M | Sell |
225,554
-131
| -0.1% | -$48.7K | 2.39% | 11 |
|
|
2024
Q2 | $87.2M | Buy |
225,685
+229
| +0.1% | +$88.5K | 2.72% | 9 |
|
|
2024
Q1 | $79.7M | Buy |
225,456
+6,241
| +3% | +$2.21M | 2.86% | 9 |
|
|
2023
Q4 | $70.9M | Buy |
219,215
+3,340
| +2% | +$1.08M | 2.86% | 7 |
|
|
2023
Q3 | $58.5M | Buy |
215,875
+5,973
| +3% | +$1.62M | 2.67% | 7 |
|
|
2023
Q2 | $61.1M | Sell |
209,902
-6,994
| -3% | -$2.03M | 2.79% | 7 |
|
|
2023
Q1 | $53.7M | Buy |
216,896
+16,446
| +8% | +$4.07M | 2.59% | 8 |
|
|
2022
Q4 | $40.7M | Buy |
200,450
+14,535
| +8% | +$2.95M | 2.23% | 9 |
|
|
2022
Q3 | $36.2M | Buy |
185,915
+4,876
| +3% | +$949K | 2.31% | 7 |
|
|
2022
Q2 | $38.6M | Sell |
181,039
-9,288
| -5% | -$1.98M | 2.43% | 7 |
|
|
2022
Q1 | $49.3M | Buy |
190,327
+19,504
| +11% | +$5.05M | 2.5% | 7 |
|
|
2021
Q4 | $47.2M | Buy |
170,823
+1,143
| +0.7% | +$316K | 2.55% | 7 |
|
|
2021
Q3 | $39.2M | Buy |
169,680
+9,393
| +6% | +$2.17M | 2.24% | 8 |
|
|
2021
Q2 | $35.1M | Sell |
160,287
-34,173
| -18% | -$7.49M | 2.13% | 8 |
|
|
2021
Q1 | $38.6M | Sell |
194,460
-104,891
| -35% | -$20.8M | 1.79% | 13 |
|
|
2020
Q4 | $36M | Buy |
299,351
+175,208
| +141% | +$21.1M | 1.85% | 12 |
|
|
2020
Q3 | $26.1M | Sell |
124,143
-6,038
| -5% | -$1.27M | 2.28% | 7 |
|
|
2020
Q2 | $26.5M | Buy |
130,181
+5,228
| +4% | +$1.06M | 2.41% | 7 |
|
|
2020
Q1 | $20.6M | Sell |
124,953
-7,010
| -5% | -$1.16M | 2.19% | 7 |
|
|
2019
Q4 | $20.8M | Buy |
131,963
+1,956
| +2% | +$308K | 2.02% | 8 |
|
|
2019
Q3 | $18.1M | Buy |
130,007
+3,158
| +2% | +$439K | 2% | 8 |
|
|
2019
Q2 | $17M | Buy |
126,849
+937
| +0.7% | +$126K | 1.95% | 8 |
|
|
2019
Q1 | $14.9M | Sell |
125,912
-852
| -0.7% | -$100K | 1.8% | 9 |
|
|
2018
Q4 | $12.9M | Buy |
126,764
+5,307
| +4% | +$539K | 1.81% | 9 |
|
|
2018
Q3 | $13M | Sell |
121,457
-287
| -0.2% | -$30.6K | 1.75% | 8 |
|
|
2018
Q2 | $13.2M | Buy |
121,744
+19,636
| +19% | +$2.13M | 1.85% | 8 |
|
|
2018
Q1 | $9.32M | Sell |
102,108
-13,876
| -12% | -$1.27M | 1.49% | 12 |
|
|
2017
Q4 | $9.92M | Buy |
115,984
+13,449
| +13% | +$1.15M | 1.63% | 11 |
|
|
2017
Q3 | $7.64M | Buy |
+102,535
| New | +$7.64M | 1.73% | 8 |
|