VWMG
Virginia Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
11,533
+72
| +0.6% | +$35.8K | 3.49% | 4 |
|
|
2025
Q1 | $4.3M | Sell |
11,461
-1,610
| -12% | -$604K | 2.66% | 16 |
|
|
2024
Q4 | $5.51M | Buy |
13,071
+57
| +0.4% | +$24K | 3.41% | 4 |
|
|
2024
Q3 | $5.6M | Buy |
13,014
+1,954
| +18% | +$841K | 3.51% | 2 |
|
|
2024
Q2 | $4.94M | Sell |
11,060
-38
| -0.3% | -$17K | 4.06% | 3 |
|
|
2024
Q1 | $4.67M | Sell |
11,098
-658
| -6% | -$277K | 3.81% | 2 |
|
|
2023
Q4 | $4.42M | Sell |
11,756
-7,590
| -39% | -$2.85M | 3.86% | 2 |
|
|
2023
Q3 | $6.11M | Buy |
19,346
+285
| +1% | +$90K | 4.13% | 2 |
|
|
2023
Q2 | $6.49M | Sell |
19,061
-932
| -5% | -$317K | 4.45% | 1 |
|
|
2023
Q1 | $5.76M | Buy |
19,993
+482
| +2% | +$139K | 3.95% | 1 |
|
|
2022
Q4 | $4.68M | Buy |
19,511
+310
| +2% | +$74.3K | 3.24% | 3 |
|
|
2022
Q3 | $4.47M | Buy |
19,201
+7,401
| +63% | +$1.72M | 3.34% | 2 |
|
|
2022
Q2 | $3.03M | Sell |
11,800
-876
| -7% | -$225K | 2.91% | 3 |
|
|
2022
Q1 | $3.83M | Buy |
12,676
+37
| +0.3% | +$11.2K | 3.43% | 2 |
|
|
2021
Q4 | $4.25M | Buy |
+12,639
| New | +$4.25M | 3.83% | 2 |
|