APSI
Asset Planning Services Inc’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Sell |
48,578
-297
| -0.6% | -$148K | 11.11% | 2 |
|
|
2025
Q1 | $18.3M | Sell |
48,875
-290
| -0.6% | -$109K | 9.33% | 2 |
|
|
2024
Q4 | $20.7M | Sell |
49,165
-150
| -0.3% | -$63.2K | 10.1% | 2 |
|
|
2024
Q3 | $21.2M | Sell |
49,315
-200
| -0.4% | -$86.1K | 10.49% | 2 |
|
|
2024
Q2 | $22.1M | Sell |
49,515
-930
| -2% | -$416K | 11.68% | 2 |
|
|
2024
Q1 | $21.2M | Buy |
50,445
+55
| +0.1% | +$23.1K | 11.86% | 2 |
|
|
2023
Q4 | $18.9M | Sell |
50,390
-710
| -1% | -$267K | 11.52% | 1 |
|
|
2023
Q3 | $16.1M | Sell |
51,100
-280
| -0.5% | -$88.4K | 10.59% | 1 |
|
|
2023
Q2 | $17.5M | Buy |
51,380
+110
| +0.2% | +$37.5K | 10.77% | 1 |
|
|
2023
Q1 | $14.8M | Sell |
51,270
-3,550
| -6% | -$1.02M | 9.36% | 1 |
|
|
2022
Q4 | $13.1M | Buy |
54,820
+53
| +0.1% | +$12.7K | 8.32% | 1 |
|
|
2022
Q3 | $12.8M | Sell |
54,767
-200
| -0.4% | -$46.6K | 8.96% | 1 |
|
|
2022
Q2 | $14.1M | Sell |
54,967
-525
| -0.9% | -$135K | 9.25% | 1 |
|
|
2022
Q1 | $17.1M | Sell |
55,492
-50
| -0.1% | -$15.4K | 9.8% | 1 |
|
|
2021
Q4 | $18.7M | Sell |
55,542
-65
| -0.1% | -$21.9K | 10.06% | 1 |
|
|
2021
Q3 | $15.7M | Sell |
55,607
-1,200
| -2% | -$338K | 9.26% | 1 |
|
|
2021
Q2 | $15.4M | Sell |
56,807
-675
| -1% | -$183K | 8.9% | 1 |
|
|
2021
Q1 | $13.6M | Sell |
57,482
-1,050
| -2% | -$248K | 8.19% | 1 |
|
|
2020
Q4 | $13M | Sell |
58,532
-708
| -1% | -$157K | 8.34% | 1 |
|
|
2020
Q3 | $12.5M | Sell |
59,240
-750
| -1% | -$158K | 8.53% | 1 |
|
|
2020
Q2 | $12.2M | Sell |
59,990
-375
| -0.6% | -$76.3K | 8.81% | 1 |
|
|
2020
Q1 | $9.52M | Sell |
60,365
-450
| -0.7% | -$71K | 7.86% | 1 |
|
|
2019
Q4 | $9.59M | Sell |
60,815
-480
| -0.8% | -$75.7K | 6.11% | 1 |
|
|
2019
Q3 | $8.52M | Sell |
61,295
-1,700
| -3% | -$236K | 5.53% | 1 |
|
|
2019
Q2 | $8.44M | Buy |
62,995
+325
| +0.5% | +$43.5K | 5.49% | 1 |
|
|
2019
Q1 | $7.39M | Sell |
62,670
-200
| -0.3% | -$23.6K | 5.06% | 2 |
|
|
2018
Q4 | $6.39M | Buy |
62,870
+350
| +0.6% | +$35.6K | 4.85% | 2 |
|
|
2018
Q3 | $7.15M | Sell |
62,520
-150
| -0.2% | -$17.2K | 4.89% | 2 |
|
|
2018
Q2 | $6.18M | Buy |
62,670
+225
| +0.4% | +$22.2K | 4.44% | 2 |
|
|
2018
Q1 | $5.7M | Buy |
62,445
+425
| +0.7% | +$38.8K | 4.21% | 4 |
|
|
2017
Q4 | $5.31M | Buy |
62,020
+650
| +1% | +$55.6K | 3.74% | 4 |
|
|
2017
Q3 | $4.57M | Buy |
61,370
+650
| +1% | +$48.4K | 3.7% | 6 |
|
|
2017
Q2 | $4.19M | Buy |
60,720
+850
| +1% | +$58.6K | 3.52% | 10 |
|
|
2017
Q1 | $3.94M | Buy |
59,870
+70
| +0.1% | +$4.61K | 3.35% | 13 |
|
|
2016
Q4 | $3.72M | Buy |
+59,800
| New | +$3.72M | 3.49% | 16 |
|