VAG
VisionPoint Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Buy |
16,516
+7,543
| +84% | +$3.75M | 1.79% | 9 |
|
|
2025
Q1 | $3.37M | Buy |
8,973
+1,051
| +13% | +$395K | 1.15% | 20 |
|
|
2024
Q4 | $3.32M | Sell |
7,922
-373
| -4% | -$156K | 1.13% | 19 |
|
|
2024
Q3 | $3.57M | Sell |
8,295
-300
| -3% | -$129K | 1.2% | 16 |
|
|
2024
Q2 | $3.84M | Sell |
8,595
-588
| -6% | -$263K | 1.37% | 15 |
|
|
2024
Q1 | $3.86M | Sell |
9,183
-631
| -6% | -$265K | 1.39% | 14 |
|
|
2023
Q4 | $3.69M | Sell |
9,814
-2,718
| -22% | -$1.02M | 1.36% | 12 |
|
|
2023
Q3 | $3.96M | Sell |
12,532
-290
| -2% | -$91.6K | 1.7% | 12 |
|
|
2023
Q2 | $4.37M | Sell |
12,822
-4,224
| -25% | -$1.44M | 1.79% | 10 |
|
|
2023
Q1 | $5.21M | Sell |
17,046
-6,244
| -27% | -$1.91M | 2.3% | 9 |
|
|
2022
Q4 | $6.32M | Sell |
23,290
-3,140
| -12% | -$852K | 2.61% | 10 |
|
|
2022
Q3 | $6.16M | Buy |
26,430
+385
| +1% | +$89.7K | 2.96% | 9 |
|
|
2022
Q2 | $7.48M | Buy |
26,045
+1,696
| +7% | +$487K | 2.96% | 10 |
|
|
2022
Q1 | $6.22M | Sell |
24,349
-2,489
| -9% | -$636K | 2.88% | 11 |
|
|
2021
Q4 | $8.21M | Sell |
26,838
-523
| -2% | -$160K | 3.59% | 7 |
|
|
2021
Q3 | $9.2M | Buy |
27,361
+548
| +2% | +$184K | 4.1% | 3 |
|
|
2021
Q2 | $7.26M | Buy |
26,813
+4,941
| +23% | +$1.34M | 3.24% | 5 |
|
|
2021
Q1 | $5.16M | Buy |
21,872
+6,259
| +40% | +$1.48M | 2.47% | 6 |
|
|
2020
Q4 | $3.47M | Buy |
15,613
+4,485
| +40% | +$998K | 1.75% | 10 |
|
|
2020
Q3 | $2.34M | Buy |
11,128
+7,077
| +175% | +$1.49M | 1.01% | 20 |
|
|
2020
Q2 | $815K | Sell |
4,051
-17,536
| -81% | -$3.53M | 0.33% | 36 |
|
|
2020
Q1 | $3.4M | Sell |
21,587
-1,689
| -7% | -$266K | 1.59% | 9 |
|
|
2019
Q4 | $3.67M | Sell |
23,276
-912
| -4% | -$144K | 1.52% | 12 |
|
|
2019
Q3 | $3.34M | Sell |
24,188
-785
| -3% | -$108K | 0.92% | 13 |
|
|
2019
Q2 | $3.35M | Buy |
24,973
+485
| +2% | +$65K | 0.96% | 11 |
|
|
2019
Q1 | $2.89M | Buy |
24,488
+279
| +1% | +$32.9K | 0.81% | 19 |
|
|
2018
Q4 | $2.46M | Buy |
+24,209
| New | +$2.46M | 0.8% | 21 |
|