VBWMG
Von Berge Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
3,814
+1
| +0% | +$505 | 1.08% | 22 |
|
|
2025
Q1 | $1.48M | Sell |
3,813
-249
| -6% | -$96.4K | 0.95% | 22 |
|
|
2024
Q4 | $1.69M | Sell |
4,062
-28
| -0.7% | -$11.6K | 1.02% | 21 |
|
|
2024
Q3 | $1.72M | Sell |
4,090
-272
| -6% | -$114K | 1.06% | 21 |
|
|
2024
Q2 | $1.99M | Buy |
4,362
+110
| +3% | +$50.2K | 1.27% | 21 |
|
|
2024
Q1 | $1.79M | Buy |
4,252
+232
| +6% | +$97.6K | 1.15% | 22 |
|
|
2023
Q4 | $1.56M | Buy |
4,020
+619
| +18% | +$240K | 1.2% | 21 |
|
|
2023
Q3 | $1.07M | Buy |
3,401
+98
| +3% | +$30.9K | 0.92% | 24 |
|
|
2023
Q2 | $1.12M | Sell |
3,303
-12
| -0.4% | -$4.09K | 0.93% | 24 |
|
|
2023
Q1 | $952K | Buy |
3,315
+11
| +0.3% | +$3.16K | 0.85% | 27 |
|
|
2022
Q4 | $820K | Buy |
3,304
+15
| +0.5% | +$3.72K | 0.74% | 27 |
|
|
2022
Q3 | $754K | Hold |
3,289
| – | – | 0.8% | 28 |
|
|
2022
Q2 | $831K | Buy |
3,289
+89
| +3% | +$22.5K | 0.86% | 26 |
|
|
2022
Q1 | $895K | Hold |
3,200
| – | – | 0.82% | 27 |
|
|
2021
Q4 | $995K | Buy |
+3,200
| New | +$995K | 0.92% | 27 |
|