VWA
VERITY Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
8,230
-911
| -10% | -$453K | 2.75% | 5 |
|
|
2025
Q1 | $3.43M | Sell |
9,141
-204
| -2% | -$76.6K | 2.54% | 6 |
|
|
2024
Q4 | $3.94M | Hold |
9,345
| – | – | 2.84% | 4 |
|
|
2024
Q3 | $4.02M | Buy |
9,345
+204
| +2% | +$87.8K | 2.83% | 5 |
|
|
2024
Q2 | $4.09M | Hold |
9,141
| – | – | 3.06% | 4 |
|
|
2024
Q1 | $3.85M | Buy |
9,141
+312
| +4% | +$131K | 2.95% | 4 |
|
|
2023
Q4 | $3.32M | Hold |
8,829
| – | – | 2.85% | 5 |
|
|
2023
Q3 | $2.79M | Sell |
8,829
-5
| -0.1% | -$1.58K | 2.62% | 5 |
|
|
2023
Q2 | $3.01M | Sell |
8,834
-34
| -0.4% | -$11.6K | 2.7% | 5 |
|
|
2023
Q1 | $2.56M | Sell |
8,868
-154
| -2% | -$44.4K | 2.37% | 9 |
|
|
2022
Q4 | $2.16M | Sell |
9,022
-697
| -7% | -$167K | 2.12% | 9 |
|
|
2022
Q3 | $2.26M | Hold |
9,719
| – | – | 2.32% | 8 |
|
|
2022
Q2 | $2.5M | Buy |
9,719
+243
| +3% | +$62.4K | 2.43% | 8 |
|
|
2022
Q1 | $2.92M | Hold |
9,476
| – | – | 2.58% | 8 |
|
|
2021
Q4 | $3.19M | Hold |
9,476
| – | – | 2.65% | 7 |
|
|
2021
Q3 | $2.67M | Hold |
9,476
| – | – | 2.39% | 9 |
|
|
2021
Q2 | $2.57M | Hold |
9,476
| – | – | 2.33% | 10 |
|
|
2021
Q1 | $2.23M | Hold |
9,476
| – | – | 1.98% | 13 |
|
|
2020
Q4 | $2.11M | Buy |
9,476
+312
| +3% | +$69.4K | 1.92% | 13 |
|
|
2020
Q3 | $1.93M | Sell |
9,164
-243
| -3% | -$51.1K | 1.97% | 13 |
|
|
2020
Q2 | $1.91M | Sell |
9,407
-2,431
| -21% | -$495K | 2.05% | 13 |
|
|
2020
Q1 | $1.87M | Hold |
11,838
| – | – | 2.54% | 12 |
|
|
2019
Q4 | $1.87M | Sell |
11,838
-1,017
| -8% | -$160K | 1.8% | 15 |
|
|
2019
Q3 | $1.79M | Hold |
12,855
| – | – | 1.76% | 15 |
|
|
2019
Q2 | $1.72M | Hold |
12,855
| – | – | 1.69% | 15 |
|
|
2019
Q1 | $1.52M | Hold |
12,855
| – | – | 1.55% | 19 |
|
|
2018
Q4 | $1.31M | Buy |
+12,855
| New | +$1.31M | 1.5% | 19 |
|