APC
Asset Planning Corporation’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
3,180
+1
| +0% | +$497 | 0.84% | 20 |
|
|
2025
Q1 | $1.19M | Sell |
3,179
-88
| -3% | -$33K | 0.7% | 26 |
|
|
2024
Q4 | $1.38M | Buy |
3,267
+10
| +0.3% | +$4.22K | 0.86% | 22 |
|
|
2024
Q3 | $1.4M | Buy |
3,257
+1
| +0% | +$430 | 0.91% | 21 |
|
|
2024
Q2 | $1.46M | Sell |
3,256
-199
| -6% | -$88.9K | 1.09% | 17 |
|
|
2024
Q1 | $1.45M | Buy |
3,455
+41
| +1% | +$17.3K | 1.06% | 20 |
|
|
2023
Q4 | $1.28M | Buy |
3,414
+10
| +0.3% | +$3.76K | 0.99% | 18 |
|
|
2023
Q3 | $1.07M | Buy |
3,404
+27
| +0.8% | +$8.53K | 0.83% | 19 |
|
|
2023
Q2 | $1.15M | Buy |
3,377
+148
| +5% | +$50.4K | 0.87% | 19 |
|
|
2023
Q1 | $931K | Hold |
3,229
| – | – | 0.75% | 20 |
|
|
2022
Q4 | $774K | Buy |
3,229
+500
| +18% | +$120K | 0.64% | 22 |
|
|
2022
Q3 | $636K | Buy |
2,729
+276
| +11% | +$64.3K | 0.6% | 24 |
|
|
2022
Q2 | $630K | Buy |
2,453
+51
| +2% | +$13.1K | 0.55% | 24 |
|
|
2022
Q1 | $741K | Buy |
2,402
+805
| +50% | +$248K | 0.65% | 22 |
|
|
2021
Q4 | $537K | Buy |
1,597
+85
| +6% | +$28.6K | 0.46% | 22 |
|
|
2021
Q3 | $426K | Hold |
1,512
| – | – | 0.39% | 24 |
|
|
2021
Q2 | $410K | Hold |
1,512
| – | – | 0.4% | 24 |
|
|
2021
Q1 | $357K | Hold |
1,512
| – | – | 0.37% | 24 |
|
|
2020
Q4 | $336K | Buy |
+1,512
| New | +$336K | 0.33% | 23 |
|