VPP
Vertex Planning Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
4,527
+64
| +1% | +$31.8K | 0.47% | 44 |
|
|
2025
Q1 | $1.68M | Sell |
4,463
-38
| -0.8% | -$14.3K | 0.37% | 48 |
|
|
2024
Q4 | $1.9M | Buy |
4,501
+559
| +14% | +$236K | 0.42% | 44 |
|
|
2024
Q3 | $1.7M | Sell |
3,942
-12
| -0.3% | -$5.16K | 0.41% | 38 |
|
|
2024
Q2 | $1.77M | Buy |
3,954
+82
| +2% | +$36.6K | 0.46% | 33 |
|
|
2024
Q1 | $1.63M | Sell |
3,872
-640
| -14% | -$269K | 0.45% | 33 |
|
|
2023
Q4 | $1.7M | Buy |
4,512
+841
| +23% | +$316K | 0.5% | 27 |
|
|
2023
Q3 | $1.16M | Buy |
3,671
+36
| +1% | +$11.4K | 0.4% | 34 |
|
|
2023
Q2 | $1.24M | Buy |
3,635
+690
| +23% | +$235K | 0.42% | 38 |
|
|
2023
Q1 | $849K | Sell |
2,945
-3,270
| -53% | -$943K | 0.32% | 43 |
|
|
2022
Q4 | $1.49M | Buy |
+6,215
| New | +$1.49M | 0.58% | 24 |
|