American Planning Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.73M | Buy |
8,662
+219
| +3% | +$94.2K | 2.95% | 9 |
|
|
2024
Q2 | $3.77M | Buy |
8,443
+5,558
| +193% | +$2.48M | 2.66% | 10 |
|
|
2024
Q1 | $1.21M | Buy |
2,885
+1
| +0% | +$421 | 0.88% | 15 |
|
|
2023
Q4 | $1.08M | Buy |
2,884
+744
| +35% | +$280K | 0.83% | 13 |
|
|
2023
Q3 | $676K | Buy |
2,140
+136
| +7% | +$42.9K | 0.45% | 17 |
|
|
2023
Q2 | $682K | Buy |
2,004
+294
| +17% | +$100K | 0.45% | 17 |
|
|
2023
Q1 | $493K | Buy |
1,710
+661
| +63% | +$191K | 0.33% | 17 |
|
|
2022
Q4 | $252K | Buy |
1,049
+1,048
| +104,800% | +$251K | 0.25% | 23 |
|
|
2022
Q3 | $321 | Sell |
1
-1,378
| -100% | -$442K | 0.4% | 16 |
|
|
2022
Q2 | $354K | Sell |
1,379
-100
| -7% | -$25.7K | 0.39% | 17 |
|
|
2022
Q1 | $456K | Buy |
1,479
+194
| +15% | +$59.8K | 0.49% | 15 |
|
|
2021
Q4 | $432K | Buy |
+1,285
| New | +$432K | 0.38% | 15 |
|