American Planning Services’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.73M	Buy	8,662 +219	+3%	+$93.6K	2.95%	9
2024 Q2	$3.77M	Buy	8,443 +5,558	+193%	+$2.35M	2.66%	10
2024 Q1	$1.21M	Buy	2,885 +1	+0%	+$405	0.88%	15
2023 Q4	$1.08M	Buy	2,884 +744	+35%	+$265K	0.83%	13
2023 Q3	$676K	Buy	2,140 +136	+7%	+$44.9K	0.45%	17
2023 Q2	$682K	Buy	2,004 +294	+17%	+$92.1K	0.45%	17
2023 Q1	$493K	Buy	1,710 +661	+63%	+$169K	0.33%	17
2022 Q4	$252K	Buy	1,049 +1,048	+104,800%	+$252K	0.25%	23
2022 Q3	$321	Sell	1 -1,378	-100%	-$364K	0.4%	16
2022 Q2	$354K	Sell	1,379 -100	-7%	-$27.1K	0.39%	17
2022 Q1	$456K	Buy	1,479 +194	+15%	+$58.4K	0.49%	15
2021 Q4	$432K	Buy	+1,285	New	+$417K	0.38%	15