Beacon Financial Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
1,213
-8
| -0.7% | -$3.98K | 0.34% | 37 |
|
|
2025
Q1 | $458K | Buy |
1,221
+1
| +0.1% | +$375 | 0.26% | 39 |
|
|
2024
Q4 | $514K | Buy |
1,220
+2
| +0.2% | +$843 | 0.3% | 36 |
|
|
2024
Q3 | $524K | Buy |
1,218
+1
| +0.1% | +$430 | 0.32% | 28 |
|
|
2024
Q2 | $544K | Buy |
1,217
+1
| +0.1% | +$447 | 0.37% | 25 |
|
|
2024
Q1 | $512K | Buy |
1,216
+1
| +0.1% | +$421 | 0.36% | 25 |
|
|
2023
Q4 | $457K | Buy |
1,215
+2
| +0.2% | +$752 | 0.36% | 25 |
|
|
2023
Q3 | $383K | Buy |
1,213
+1
| +0.1% | +$316 | 0.33% | 19 |
|
|
2023
Q2 | $413K | Buy |
1,212
+142
| +13% | +$48.4K | 0.35% | 18 |
|
|
2023
Q1 | $309K | Hold |
1,070
| – | – | 0.29% | 19 |
|
|
2022
Q4 | $256K | Buy |
+1,070
| New | +$256K | 0.27% | 20 |
|