VFIC
Valley Forge Investment Consultants’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
1,548
+120
| +8% | +$59.7K | 0.25% | 38 |
|
|
2025
Q1 | $536K | Sell |
1,428
-400
| -22% | -$150K | 0.19% | 45 |
|
|
2024
Q4 | $771K | Buy |
1,828
+401
| +28% | +$169K | 0.26% | 37 |
|
|
2024
Q3 | $614K | Buy |
1,427
+95
| +7% | +$40.9K | 0.21% | 40 |
|
|
2024
Q2 | $595K | Buy |
1,332
+26
| +2% | +$11.6K | 0.23% | 37 |
|
|
2024
Q1 | $549K | Buy |
1,306
+102
| +8% | +$42.9K | 0.21% | 38 |
|
|
2023
Q4 | $453K | Buy |
1,204
+150
| +14% | +$56.4K | 0.2% | 41 |
|
|
2023
Q3 | $333K | Buy |
1,054
+574
| +120% | +$181K | 0.15% | 52 |
|
|
2023
Q2 | $163K | Hold |
480
| – | – | 0.08% | 59 |
|
|
2023
Q1 | $138K | Sell |
480
-392
| -45% | -$113K | 0.07% | 62 |
|
|
2022
Q4 | $209K | Sell |
872
-44
| -5% | -$10.6K | 0.11% | 65 |
|
|
2022
Q3 | $213K | Hold |
916
| – | – | 0.12% | 65 |
|
|
2022
Q2 | $235K | Hold |
916
| – | – | 0.12% | 60 |
|
|
2022
Q1 | $283K | Buy |
916
+32
| +4% | +$9.89K | 0.12% | 60 |
|
|
2021
Q4 | $297K | Buy |
884
+5
| +0.6% | +$1.68K | 0.13% | 56 |
|
|
2021
Q3 | $248K | Sell |
879
-292
| -25% | -$82.4K | 0.13% | 59 |
|
|
2021
Q2 | $317K | Buy |
1,171
+428
| +58% | +$116K | 0.17% | 56 |
|
|
2021
Q1 | $175K | Buy |
743
+102
| +16% | +$24K | 0.12% | 61 |
|
|
2020
Q4 | $143K | Buy |
+641
| New | +$143K | 0.12% | 57 |
|