Vance Wealth, Inc. Microsoft Corp Transaction History

Vance Wealth, Inc.

$312 Million
Q3 2025

A detailed history of Vance Wealth, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Vance Wealth, Inc. holds 5,264 shares of MSFT stock, worth $2.67 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

5,264

Previous 4,945 6.45%

Holding current value

$2.67 Million

Previous $2.46 Million 10.86%

% of portfolio

0.87%

Previous 0.86%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$491.09 - $535.64 $156,657 - $170,869	319 Added 6.45%	5,264 $2.73 Million
Q2 2025 Aug 13, 2025	BUY	$354.56 - $497.45 $219,118 - $307,424	618 Added 14.28%	4,945 $2.46 Million
Q1 2025 May 14, 2025	BUY	$375.39 - $447.2 $195,578 - $232,991	521 Added 13.69%	4,327 $1.62 Million
Q4 2024 Feb 13, 2025	SELL	$406.35 - $454.46 $57,295 - $64,078	-141 Reduced 3.57%	3,806 $1.6 Million
Q3 2024 Nov 08, 2024	BUY	$395.15 - $467.56 $76,263 - $90,239	193 Added 5.14%	3,947 $1.7 Million
Q2 2024 Aug 02, 2024	BUY	$389.33 - $452.85 $79,423 - $92,381	204 Added 5.75%	3,754 $1.68 Million
Q1 2024 Apr 30, 2024	BUY	$367.75 - $429.37 $92,673 - $108,201	252 Added 7.64%	3,550 $1.49 Million
Q3 2023 Nov 03, 2023	BUY	$312.14 - $359.49 $94,578 - $108,925	303 Added 10.12%	3,298 $1.04 Million
Q2 2023 Aug 02, 2023	SELL	$275.42 - $348.1 $40,486 - $51,170	-147 Reduced 4.68%	2,995 $1.02 Million
Q1 2023 May 10, 2023	BUY	$222.31 - $288.3 $232,980 - $302,138	1,048 Added 50.05%	3,142 $905,000
Q3 2022 Oct 31, 2022	BUY	$232.9 - $293.47 $79,186 - $99,779	340 Added 19.38%	2,094 $488,000
Q2 2022 Aug 09, 2022	BUY	$242.26 - $314.97 $14,777 - $19,213	61 Added 3.6%	1,754 $450,000
Q1 2022 May 13, 2022	BUY	$275.85 - $334.75 $3,310 - $4,017	12 Added 0.71%	1,693 $522,000
Q4 2021 Feb 18, 2022	BUY	$283.11 - $343.11 $475,907 - $576,767	1,681 New	1,681 $565,000

Others Institutions Holding MSFT

# of Institutions

6,771

Shares Held

5.98B

Call Options Held

94.7M

Put Options Held

85M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.78T
Description
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...

More about MSFT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account