Vance Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
4,945
+618
| +14% | +$307K | 0.83% | 29 |
|
|
2025
Q1 | $1.62M | Buy |
4,327
+521
| +14% | +$196K | 0.61% | 40 |
|
|
2024
Q4 | $1.6M | Sell |
3,806
-141
| -4% | -$59.4K | 0.62% | 36 |
|
|
2024
Q3 | $1.7M | Buy |
3,947
+193
| +5% | +$83K | 0.64% | 35 |
|
|
2024
Q2 | $1.68M | Buy |
3,754
+204
| +6% | +$91.2K | 0.69% | 33 |
|
|
2024
Q1 | $1.49M | Buy |
3,550
+252
| +8% | +$106K | 0.6% | 32 |
|
|
2023
Q4 | $1.24M | Hold |
3,298
| – | – | 0.54% | 35 |
|
|
2023
Q3 | $1.04M | Buy |
3,298
+303
| +10% | +$95.7K | 0.49% | 37 |
|
|
2023
Q2 | $1.02M | Sell |
2,995
-147
| -5% | -$50.1K | 0.46% | 37 |
|
|
2023
Q1 | $906K | Buy |
3,142
+1,048
| +50% | +$302K | 0.49% | 35 |
|
|
2022
Q4 | $502K | Hold |
2,094
| – | – | 0.31% | 39 |
|
|
2022
Q3 | $488K | Buy |
2,094
+340
| +19% | +$79.2K | 0.38% | 32 |
|
|
2022
Q2 | $450K | Buy |
1,754
+61
| +4% | +$15.7K | 0.35% | 34 |
|
|
2022
Q1 | $522K | Buy |
1,693
+12
| +0.7% | +$3.7K | 0.66% | 24 |
|
|
2021
Q4 | $565K | Buy |
+1,681
| New | +$565K | 0.55% | 20 |
|