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Asset Planning Inc’s Microsoft MSFT Stock Holding History

Asset Planning Inc’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.38M Buy
4,775
+43
+0.9% +$21.4K 1.79% 12
2025
Q1 		$1.78M Sell
4,732
-22
-0.5% -$8.26K 1.39% 16
2024
Q4 		$2M Buy
+4,754
New +$2M 1.53% 12