VWA
Visionary Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.3M | Buy |
111,176
+16,419
| +17% | +$8.17M | 2.82% | 4 |
|
|
2025
Q1 | $35.6M | Sell |
94,757
-5,731
| -6% | -$2.15M | 2.14% | 5 |
|
|
2024
Q4 | $42.4M | Buy |
100,488
+6,254
| +7% | +$2.64M | 2.48% | 5 |
|
|
2024
Q3 | $40.5M | Buy |
94,234
+809
| +0.9% | +$348K | 2.47% | 4 |
|
|
2024
Q2 | $41.8M | Buy |
93,425
+7,218
| +8% | +$3.23M | 2.73% | 3 |
|
|
2024
Q1 | $36.3M | Sell |
86,207
-4,945
| -5% | -$2.08M | 2.45% | 3 |
|
|
2023
Q4 | $34.3M | Buy |
91,152
+571
| +0.6% | +$215K | 2.52% | 4 |
|
|
2023
Q3 | $28.6M | Sell |
90,581
-1,466
| -2% | -$463K | 2.32% | 5 |
|
|
2023
Q2 | $31.3M | Sell |
92,047
-4,842
| -5% | -$1.65M | 2.51% | 5 |
|
|
2023
Q1 | $27.9M | Buy |
96,889
+433
| +0.4% | +$125K | 2.37% | 4 |
|
|
2022
Q4 | $23.1M | Sell |
96,456
-76
| -0.1% | -$18.2K | 2.14% | 8 |
|
|
2022
Q3 | $22.5M | Sell |
96,532
-2,662
| -3% | -$620K | 2.34% | 7 |
|
|
2022
Q2 | $25.5M | Buy |
99,194
+1,554
| +2% | +$399K | 2.29% | 7 |
|
|
2022
Q1 | $30.1M | Buy |
97,640
+3,902
| +4% | +$1.2M | 2.42% | 6 |
|
|
2021
Q4 | $31.5M | Sell |
93,738
-1,382
| -1% | -$465K | 2.59% | 6 |
|
|
2021
Q3 | $26.8M | Sell |
95,120
-2,536
| -3% | -$715K | 2.76% | 5 |
|
|
2021
Q2 | $26.5M | Buy |
97,656
+3,453
| +4% | +$935K | 2.66% | 5 |
|
|
2021
Q1 | $22.2M | Sell |
94,203
-1,288
| -1% | -$304K | 2.34% | 7 |
|
|
2020
Q4 | $21.2M | Sell |
95,491
-1,685
| -2% | -$375K | 2.38% | 7 |
|
|
2020
Q3 | $20.4M | Sell |
97,176
-2,241
| -2% | -$471K | 2.88% | 5 |
|
|
2020
Q2 | $20.2M | Sell |
99,417
-1,536
| -2% | -$313K | 3.08% | 4 |
|
|
2020
Q1 | $15.9M | Sell |
100,953
-8,334
| -8% | -$1.31M | 3% | 6 |
|
|
2019
Q4 | $17.2M | Buy |
+109,287
| New | +$17.2M | 3.08% | 4 |
|