VBFP
Valtinson Bruner Financial Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
10,154
+4,281
| +73% | +$2.13M | 1.59% | 13 |
|
|
2025
Q1 | $2.2M | Buy |
5,873
+153
| +3% | +$57.4K | 0.75% | 28 |
|
|
2024
Q4 | $2.41M | Buy |
5,720
+442
| +8% | +$186K | 0.84% | 30 |
|
|
2024
Q3 | $2.27M | Buy |
5,278
+126
| +2% | +$54.2K | 0.79% | 30 |
|
|
2024
Q2 | $2.3M | Buy |
5,152
+225
| +5% | +$101K | 0.91% | 31 |
|
|
2024
Q1 | $2.07M | Sell |
4,927
-41
| -0.8% | -$17.3K | 0.88% | 35 |
|
|
2023
Q4 | $1.87M | Buy |
4,968
+98
| +2% | +$36.9K | 0.96% | 36 |
|
|
2023
Q3 | $1.54M | Buy |
4,870
+173
| +4% | +$54.6K | 0.84% | 39 |
|
|
2023
Q2 | $1.6M | Buy |
4,697
+139
| +3% | +$47.3K | 0.86% | 39 |
|
|
2023
Q1 | $1.31M | Buy |
4,558
+111
| +2% | +$32K | 0.75% | 41 |
|
|
2022
Q4 | $1.05M | Buy |
4,447
+91
| +2% | +$21.5K | 0.61% | 48 |
|
|
2022
Q3 | $1.02M | Buy |
4,356
+131
| +3% | +$30.5K | 0.63% | 48 |
|
|
2022
Q2 | $1.09M | Sell |
4,225
-13
| -0.3% | -$3.34K | 0.66% | 45 |
|
|
2022
Q1 | $1.19M | Buy |
4,238
+37
| +0.9% | +$10.4K | 0.68% | 46 |
|
|
2021
Q4 | $1.41M | Sell |
4,201
-81
| -2% | -$27.2K | 0.77% | 41 |
|
|
2021
Q3 | $1.32M | Sell |
4,282
-65
| -1% | -$20K | 0.72% | 43 |
|
|
2021
Q2 | $1.25M | Hold |
4,347
| – | – | 0.71% | 41 |
|
|
2021
Q1 | $1.13M | Sell |
4,347
-32
| -0.7% | -$8.3K | 0.66% | 39 |
|
|
2020
Q4 | $956K | Buy |
4,379
+335
| +8% | +$73.1K | 0.6% | 38 |
|
|
2020
Q3 | $818K | Sell |
4,044
-457
| -10% | -$92.4K | 0.57% | 37 |
|
|
2020
Q2 | $956K | Buy |
4,501
+191
| +4% | +$40.6K | 0.68% | 36 |
|
|
2020
Q1 | $771K | Sell |
4,310
-226
| -5% | -$40.4K | 0.62% | 32 |
|
|
2019
Q4 | $721K | Sell |
4,536
-355
| -7% | -$56.4K | 0.52% | 33 |
|
|
2019
Q3 | $683K | Sell |
4,891
-54
| -1% | -$7.54K | 0.56% | 32 |
|
|
2019
Q2 | $662K | Hold |
4,945
| – | – | 0.56% | 20 |
|
|
2019
Q1 | $583K | Buy |
4,945
+154
| +3% | +$18.2K | 0.51% | 19 |
|
|
2018
Q4 | $487K | Buy |
+4,791
| New | +$487K | 0.51% | 16 |
|