VFP
Verus Financial Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
3,349
+105
| +3% | +$52.9K | 0.17% | 34 |
|
|
2025
Q1 | $1.25M | Buy |
3,244
+121
| +4% | +$46.7K | 0.14% | 33 |
|
|
2024
Q4 | $1.31M | Sell |
3,123
-20
| -0.6% | -$8.38K | 0.15% | 32 |
|
|
2024
Q3 | $1.32M | Buy |
3,143
+46
| +1% | +$19.3K | 0.14% | 32 |
|
|
2024
Q2 | $1.38M | Buy |
3,097
+16
| +0.5% | +$7.15K | 0.16% | 31 |
|
|
2024
Q1 | $1.3M | Sell |
3,081
-36
| -1% | -$15.1K | 0.15% | 31 |
|
|
2023
Q4 | $1.26M | Sell |
3,117
-1,298
| -29% | -$524K | 0.16% | 31 |
|
|
2023
Q3 | $1.45M | Buy |
4,415
+400
| +10% | +$131K | 0.19% | 29 |
|
|
2023
Q2 | $1.41M | Sell |
4,015
-201
| -5% | -$70.6K | 0.18% | 31 |
|
|
2023
Q1 | $1.29M | Buy |
4,216
+37
| +0.9% | +$11.3K | 0.18% | 31 |
|
|
2022
Q4 | $1.04M | Sell |
4,179
-786
| -16% | -$195K | 0.14% | 33 |
|
|
2022
Q3 | $1.18M | Sell |
4,965
-177
| -3% | -$42.2K | 0.18% | 29 |
|
|
2022
Q2 | $1.36M | Sell |
5,142
-295
| -5% | -$78.1K | 0.2% | 26 |
|
|
2022
Q1 | $1.53M | Sell |
5,437
-4,550
| -46% | -$1.28M | 0.22% | 26 |
|
|
2021
Q4 | $3.36M | Sell |
9,987
-13
| -0.1% | -$4.37K | 0.44% | 17 |
|
|
2021
Q3 | $3.07M | Buy |
10,000
+72
| +0.7% | +$22.1K | 0.46% | 17 |
|
|
2021
Q2 | $2.77M | Sell |
9,928
-85
| -0.8% | -$23.7K | 0.42% | 17 |
|
|
2021
Q1 | $2.5M | Sell |
10,013
-144
| -1% | -$36K | 0.4% | 18 |
|
|
2020
Q4 | $2.26M | Sell |
10,157
-10,994
| -52% | -$2.45M | 0.39% | 18 |
|
|
2020
Q3 | $4.45M | Buy |
21,151
+11,339
| +116% | +$2.39M | 1.62% | 14 |
|
|
2020
Q2 | $2M | Sell |
9,812
-74
| -0.7% | -$15.1K | 0.43% | 18 |
|
|
2020
Q1 | $1.56M | Sell |
9,886
-376
| -4% | -$59.3K | 0.48% | 18 |
|
|
2019
Q4 | $1.62M | Buy |
10,262
+25
| +0.2% | +$3.94K | 0.49% | 18 |
|
|
2019
Q3 | $1.42M | Buy |
10,237
+5,774
| +129% | +$803K | 0.47% | 15 |
|
|
2019
Q2 | $598K | Buy |
4,463
+173
| +4% | +$23.2K | 0.2% | 25 |
|
|
2019
Q1 | $506K | Buy |
4,290
+268
| +7% | +$31.6K | 0.18% | 26 |
|
|
2018
Q4 | $460K | Hold |
4,022
| – | – | 0.17% | 26 |
|
|
2018
Q3 | $460K | Sell |
4,022
-236
| -6% | -$27K | 0.17% | 26 |
|
|
2018
Q2 | $420K | Sell |
4,258
-690
| -14% | -$68.1K | 0.16% | 25 |
|
|
2018
Q1 | $452K | Sell |
4,948
-548
| -10% | -$50.1K | 0.17% | 27 |
|
|
2017
Q4 | $470K | Sell |
5,496
-242
| -4% | -$20.7K | 0.17% | 26 |
|
|
2017
Q3 | $427K | Sell |
5,738
-299
| -5% | -$22.3K | 0.17% | 26 |
|
|
2017
Q2 | $416K | Sell |
6,037
-277
| -4% | -$19.1K | 0.17% | 26 |
|
|
2017
Q1 | $416K | Sell |
6,314
-5
| -0.1% | -$329 | 0.17% | 26 |
|
|
2016
Q4 | $393K | Buy |
6,319
+8
| +0.1% | +$498 | 0.17% | 25 |
|
|
2016
Q3 | $364K | Buy |
6,311
+8
| +0.1% | +$461 | 0.16% | 28 |
|
|
2016
Q2 | $323K | Sell |
6,303
-786
| -11% | -$40.3K | 0.15% | 32 |
|
|
2016
Q1 | $392K | Sell |
7,089
-530
| -7% | -$29.3K | 0.18% | 29 |
|
|
2015
Q4 | $423K | Buy |
7,619
+504
| +7% | +$28K | 0.2% | 26 |
|
|
2015
Q3 | $315K | Sell |
7,115
-1,043
| -13% | -$46.2K | 0.17% | 28 |
|
|
2015
Q2 | $360K | Sell |
8,158
-297
| -4% | -$13.1K | 0.18% | 25 |
|
|
2015
Q1 | $344K | Sell |
8,455
-526
| -6% | -$21.4K | 0.17% | 26 |
|
|
2014
Q4 | $417K | Sell |
8,981
-89
| -1% | -$4.13K | 0.22% | 22 |
|
|
2014
Q3 | $420K | Buy |
9,070
+13
| +0.1% | +$602 | 0.24% | 23 |
|
|
2014
Q2 | $378K | Sell |
9,057
-90
| -1% | -$3.76K | 0.21% | 24 |
|
|
2014
Q1 | $375K | Buy |
9,147
+2,567
| +39% | +$105K | 0.21% | 30 |
|
|
2013
Q4 | $246K | Buy |
6,580
+9
| +0.1% | +$336 | 0.13% | 35 |
|
|
2013
Q3 | $219K | Buy |
6,571
+8
| +0.1% | +$267 | 0.12% | 35 |
|
|
2013
Q2 | $227K | Buy |
+6,563
| New | +$227K | 0.13% | 34 |
|