VWM
VCI Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
28,262
+1,250
| +5% | +$622K | 4.92% | 2 |
|
|
2025
Q1 | $10.1M | Sell |
27,012
-1,048
| -4% | -$393K | 4.25% | 5 |
|
|
2024
Q4 | $11.8M | Sell |
28,060
-612
| -2% | -$258K | 5.02% | 2 |
|
|
2024
Q3 | $12.3M | Buy |
28,672
+13,889
| +94% | +$5.98M | 5.49% | 2 |
|
|
2024
Q2 | $6.61M | Buy |
14,783
+7,391
| +100% | +$3.3M | 3.27% | 7 |
|
|
2024
Q1 | $3.11M | Buy |
7,392
+1,585
| +27% | +$667K | 2.1% | 13 |
|
|
2023
Q4 | $2.18M | Buy |
+5,807
| New | +$2.18M | 1.33% | 21 |
|