Vantage Financial Partners (Wisconsin)’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.07M	Sell	8,411 -200	-2%	-$100K	0.83%	24
2025 Q3	$4.46M	Buy	8,611 +54	+0.6%	+$27.5K	0.94%	21
2025 Q2	$4.26M	Sell	8,557 -380	-4%	-$165K	0.98%	21
2025 Q1	$3.35M	Buy	8,937 +1,887	+27%	+$769K	0.83%	24
2024 Q4	$2.97M	Sell	7,050 -109	-2%	-$46.4K	0.74%	22
2024 Q3	$3.08M	Buy	7,159 +4,738	+196%	+$2.03M	0.76%	16
2024 Q2	$1.08M	Buy	2,421 +51	+2%	+$21.5K	0.28%	44
2024 Q1	$997K	Buy	2,370 +481	+25%	+$195K	0.27%	48
2023 Q4	$710K	Buy	1,889 +319	+20%	+$114K	0.21%	51
2023 Q3	$496K	Buy	1,570 +103	+7%	+$34K	0.19%	37
2023 Q2	$500K	Buy	1,467 +2	+0.1%	+$627	0.19%	36
2023 Q1	$422K	Buy	1,465 +31	+2%	+$7.91K	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%	-$3.17K	0.25%	32
2022 Q2	$407K	Buy	1,586 +29	+2%	+$7.87K	0.24%	29
2022 Q1	$480K	Buy	1,557 +314	+25%	+$94.5K	0.25%	31
2021 Q4	$418K	Buy	+1,243	New	+$403K	0.16%	33