VFPW
Vantage Financial Partners (Wisconsin)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Sell |
8,557
-380
| -4% | -$189K | 0.98% | 21 |
|
|
2025
Q1 | $3.35M | Buy |
8,937
+1,887
| +27% | +$708K | 0.83% | 24 |
|
|
2024
Q4 | $2.97M | Sell |
7,050
-109
| -2% | -$45.9K | 0.74% | 22 |
|
|
2024
Q3 | $3.08M | Buy |
7,159
+4,738
| +196% | +$2.04M | 0.76% | 16 |
|
|
2024
Q2 | $1.08M | Buy |
2,421
+51
| +2% | +$22.8K | 0.28% | 44 |
|
|
2024
Q1 | $997K | Buy |
2,370
+481
| +25% | +$202K | 0.27% | 48 |
|
|
2023
Q4 | $710K | Buy |
1,889
+319
| +20% | +$120K | 0.21% | 51 |
|
|
2023
Q3 | $496K | Buy |
1,570
+103
| +7% | +$32.5K | 0.19% | 37 |
|
|
2023
Q2 | $500K | Buy |
1,467
+2
| +0.1% | +$681 | 0.19% | 36 |
|
|
2023
Q1 | $422K | Buy |
1,465
+31
| +2% | +$8.94K | 0.17% | 51 |
|
|
2022
Q4 | $344K | Sell |
1,434
-140
| -9% | -$33.6K | 0.2% | 39 |
|
|
2022
Q3 | $367K | Sell |
1,574
-12
| -0.8% | -$2.8K | 0.25% | 32 |
|
|
2022
Q2 | $407K | Buy |
1,586
+29
| +2% | +$7.44K | 0.24% | 29 |
|
|
2022
Q1 | $480K | Buy |
1,557
+314
| +25% | +$96.8K | 0.25% | 31 |
|
|
2021
Q4 | $418K | Buy |
+1,243
| New | +$418K | 0.16% | 33 |
|