Valley Financial Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$650K Hold
2025
Q1
$491K Sell
2024
Q4
$567K Buy
2024
Q3
$574K Sell
2024
Q2
$630K Sell
2024
Q1
$594K Buy
2023
Q4
$411K Buy