Valley Forge Investment Consultants’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $505K | Sell |
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|
2025
Q3 | $699K | Sell |
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|
2025
Q2 | $770K | Buy |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $138K | Sell |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $143K | Buy |
|