VBFG
Vishria Bird Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
34,946
-546
| -2% | -$272K | 5.78% | 5 |
|
|
2025
Q1 | $13.3M | Sell |
35,492
-597
| -2% | -$224K | 4.53% | 6 |
|
|
2024
Q4 | $15.2M | Sell |
36,089
-281
| -0.8% | -$118K | 5.33% | 5 |
|
|
2024
Q3 | $15.7M | Sell |
36,370
-76
| -0.2% | -$32.7K | 5.93% | 3 |
|
|
2024
Q2 | $16.3M | Sell |
36,446
-233
| -0.6% | -$104K | 6.84% | 3 |
|
|
2024
Q1 | $15.4M | Buy |
36,679
+135
| +0.4% | +$56.8K | 6.6% | 3 |
|
|
2023
Q4 | $13.7M | Sell |
36,544
-1,193
| -3% | -$449K | 6.5% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
37,737
-25
| -0.1% | -$7.89K | 6.75% | 3 |
|
|
2023
Q2 | $12.9M | Sell |
37,762
-37
| -0.1% | -$12.6K | 7.64% | 3 |
|
|
2023
Q1 | $10.9M | Sell |
37,799
-184
| -0.5% | -$53.1K | 6.97% | 4 |
|
|
2022
Q4 | $9.11M | Sell |
37,983
-42
| -0.1% | -$10.1K | 6.35% | 5 |
|
|
2022
Q3 | $8.86M | Sell |
38,025
-87
| -0.2% | -$20.3K | 5.96% | 5 |
|
|
2022
Q2 | $9.79M | Buy |
38,112
+326
| +0.9% | +$83.7K | 6.51% | 4 |
|
|
2022
Q1 | $11.7M | Buy |
37,786
+419
| +1% | +$129K | 6.44% | 5 |
|
|
2021
Q4 | $12.6M | Buy |
37,367
+434
| +1% | +$146K | 5.85% | 7 |
|
|
2021
Q3 | $10.4M | Buy |
36,933
+517
| +1% | +$146K | 5.46% | 7 |
|
|
2021
Q2 | $9.87M | Buy |
36,416
+1,092
| +3% | +$296K | 4.86% | 6 |
|
|
2021
Q1 | $8.33M | Buy |
35,324
+606
| +2% | +$143K | 4.6% | 6 |
|
|
2020
Q4 | $7.72M | Buy |
34,718
+608
| +2% | +$135K | 4.4% | 7 |
|
|
2020
Q3 | $7.17M | Sell |
34,110
-20
| -0.1% | -$4.21K | 4.51% | 8 |
|
|
2020
Q2 | $6.95M | Sell |
34,130
-415
| -1% | -$84.5K | 5.43% | 5 |
|
|
2020
Q1 | $5.4M | Buy |
34,545
+981
| +3% | +$153K | 5.65% | 6 |
|
|
2019
Q4 | $5.29M | Buy |
33,564
+28,140
| +519% | +$4.44M | 5.14% | 9 |
|
|
2019
Q3 | $754K | Buy |
5,424
+13
| +0.2% | +$1.81K | 0.86% | 20 |
|
|
2019
Q2 | $725K | Buy |
5,411
+243
| +5% | +$32.6K | 0.72% | 22 |
|
|
2019
Q1 | $610K | Buy |
5,168
+557
| +12% | +$65.7K | 0.62% | 23 |
|
|
2018
Q4 | $468K | Buy |
4,611
+279
| +6% | +$28.3K | 0.52% | 26 |
|
|
2018
Q3 | $495K | Hold |
4,332
| – | – | 0.42% | 24 |
|
|
2018
Q2 | $427K | Buy |
+4,332
| New | +$427K | 0.4% | 26 |
|