VIA
Vickerman Investment Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.38M | Sell |
14,846
-104
| -0.7% | -$51.7K | 1.59% | 15 |
|
2025
Q1 | $5.61M | Buy |
14,950
+2,878
| +24% | +$1.08M | 1.27% | 17 |
|
2024
Q4 | $5.09M | Sell |
12,072
-436
| -3% | -$184K | 1.38% | 16 |
|
2024
Q3 | $5.38M | Buy |
12,508
+533
| +4% | +$229K | 1.58% | 15 |
|
2024
Q2 | $5.35M | Sell |
11,975
-149
| -1% | -$66.6K | 1.72% | 14 |
|
2024
Q1 | $5.1M | Sell |
12,124
-215
| -2% | -$90.5K | 1.65% | 12 |
|
2023
Q4 | $4.64M | Sell |
12,339
-1,914
| -13% | -$720K | 1.58% | 13 |
|
2023
Q3 | $4.5M | Sell |
14,253
-278
| -2% | -$87.8K | 1.84% | 14 |
|
2023
Q2 | $4.95M | Sell |
14,531
-191
| -1% | -$65K | 1.93% | 13 |
|
2023
Q1 | $4.24M | Buy |
14,722
+85
| +0.6% | +$24.5K | 1.67% | 14 |
|
2022
Q4 | $3.51M | Buy |
14,637
+112
| +0.8% | +$26.9K | 1.59% | 18 |
|
2022
Q3 | $3.38M | Buy |
14,525
+813
| +6% | +$189K | 1.63% | 17 |
|
2022
Q2 | $3.52M | Buy |
13,712
+986
| +8% | +$253K | 1.67% | 16 |
|
2022
Q1 | $3.5M | Buy |
12,726
+1,749
| +16% | +$480K | 1.55% | 20 |
|
2021
Q4 | $3.69M | Sell |
10,977
-2,112
| -16% | -$710K | 1.49% | 20 |
|
2021
Q3 | $3.69M | Buy |
+13,089
| New | +$3.69M | 1.48% | 19 |
|