Valtinson Bruner Financial Planning’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 | $5.05M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $2.3M | Buy |
|
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|
2024
Q1 | $2.07M | Sell |
|
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|
2023
Q4 | $1.87M | Buy |
|
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.6M | Buy |
|
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $1.05M | Buy |
|
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|
2022
Q3 | $1.01M | Buy |
|
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.19M | Buy |
|
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $956K | Buy |
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|
2020
Q3 | $818K | Sell |
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|
2020
Q2 | $956K | Buy |
|
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|
2020
Q1 | $771K | Sell |
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|
2019
Q4 | $721K | Sell |
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|
2019
Q3 | $683K | Sell |
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|
2019
Q2 | $662K | Hold |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $487K | Buy |
|