Vanguard Capital Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.65M | Buy |
3,327
+340
| +11% | +$169K | 1.64% | 13 |
|
2025
Q1 | $1.12M | Sell |
2,987
-84
| -3% | -$31.5K | 1.37% | 13 |
|
2024
Q4 | $1.29M | Sell |
3,071
-166
| -5% | -$70K | 1.41% | 12 |
|
2024
Q3 | $1.39M | Sell |
3,237
-5,025
| -61% | -$2.16M | 1.46% | 11 |
|
2024
Q2 | $3.69M | Buy |
8,262
+22
| +0.3% | +$9.83K | 2.5% | 11 |
|
2024
Q1 | $3.47M | Buy |
8,240
+52
| +0.6% | +$21.9K | 2.44% | 11 |
|
2023
Q4 | $3.08M | Buy |
8,188
+39
| +0.5% | +$14.7K | 2.49% | 11 |
|
2023
Q3 | $2.57M | Buy |
8,149
+69
| +0.9% | +$21.8K | 2.38% | 9 |
|
2023
Q2 | $2.75M | Sell |
8,080
-44
| -0.5% | -$15K | 2.5% | 9 |
|
2023
Q1 | $2.34M | Buy |
8,124
+1,053
| +15% | +$304K | 2.33% | 8 |
|
2022
Q4 | $1.7M | Buy |
7,071
+67
| +1% | +$16.1K | 1.96% | 11 |
|
2022
Q3 | $1.63M | Sell |
7,004
-712
| -9% | -$166K | 1.98% | 9 |
|
2022
Q2 | $1.98M | Sell |
7,716
-26
| -0.3% | -$6.68K | 2.24% | 7 |
|
2022
Q1 | $2.39M | Buy |
7,742
+526
| +7% | +$162K | 1.71% | 11 |
|
2021
Q4 | $2.43M | Sell |
7,216
-45
| -0.6% | -$15.1K | 1.74% | 9 |
|
2021
Q3 | $2.05K | Buy |
7,261
+599
| +9% | +$169 | 1.37% | 15 |
|
2021
Q2 | $1.8M | Sell |
6,662
-344
| -5% | -$93.2K | 1.37% | 15 |
|
2021
Q1 | $1.75M | Buy |
7,006
+3,024
| +76% | +$756K | 1.49% | 16 |
|
2020
Q4 | $1.55M | Buy |
+3,982
| New | +$1.55M | 1.42% | 13 |
|
2020
Q2 | $1.48M | Buy |
+7,275
| New | +$1.48M | 1.73% | 12 |
|
2019
Q4 | $912K | Buy |
5,788
+11
| +0.2% | +$1.73K | 0.95% | 27 |
|
2019
Q3 | $903K | Sell |
5,777
-702
| -11% | -$110K | 1.05% | 23 |
|
2019
Q2 | $867K | Buy |
6,479
+766
| +13% | +$103K | 1.05% | 25 |
|
2019
Q1 | $673K | Sell |
5,713
-4
| -0.1% | -$471 | 0.85% | 35 |
|
2018
Q4 | $580K | Sell |
5,717
-309
| -5% | -$31.3K | 0.86% | 36 |
|
2018
Q3 | $689K | Hold |
6,026
| – | – | 0.79% | 35 |
|
2018
Q2 | $594K | Hold |
6,026
| – | – | 0.79% | 47 |
|
2018
Q1 | $539K | Sell |
6,026
-40
| -0.7% | -$3.58K | 0.71% | 48 |
|
2017
Q4 | $519K | Buy |
+6,066
| New | +$519K | 0.65% | 49 |
|