Briaud 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 | $727K | Buy |
1,461
+90
| +7% | +$44.8K | 0.29% | 14 |
|
|
2025
Q1 | $514K | Hold |
1,371
| – | – | 0.2% | 16 |
|
|
2024
Q4 | $578K | Buy |
1,371
+374
| +38% | +$158K | 0.24% | 16 |
|
|
2024
Q3 | $429K | Buy |
997
+100
| +11% | +$43K | 0.22% | 15 |
|
|
2024
Q2 | $401K | Sell |
897
-1
| -0.1% | -$447 | 0.23% | 15 |
|
|
2024
Q1 | $378K | Buy |
+898
| New | +$378K | 0.21% | 14 |
|
|
2023
Q4 | – | Sell |
-981
| Closed | -$309K | – | 108 |
|
|
2023
Q3 | $309K | Hold |
981
| – | – | 0.25% | 16 |
|
|
2023
Q2 | $334K | Buy |
981
+98
| +11% | +$33.4K | 0.32% | 15 |
|
|
2023
Q1 | $254K | Sell |
883
-24
| -3% | -$6.9K | 0.24% | 16 |
|
|
2022
Q4 | $217K | Sell |
907
-436
| -32% | -$104K | 0.18% | 21 |
|
|
2022
Q3 | $316K | Buy |
1,343
+396
| +42% | +$93.2K | 0.28% | 18 |
|
|
2022
Q2 | $243K | Hold |
947
| – | – | 0.16% | 22 |
|
|
2022
Q1 | $291K | Buy |
947
+54
| +6% | +$16.6K | 0.17% | 19 |
|
|
2021
Q4 | $300K | Sell |
893
-20
| -2% | -$6.72K | 0.16% | 17 |
|
|
2021
Q3 | $257K | Sell |
913
-170
| -16% | -$47.9K | 0.17% | 16 |
|
|
2021
Q2 | $293K | Sell |
1,083
-45
| -4% | -$12.2K | 0.2% | 15 |
|
|
2021
Q1 | $266K | Buy |
1,128
+200
| +22% | +$47.2K | 0.2% | 17 |
|
|
2020
Q4 | $206 | Buy |
+928
| New | +$206 | 0.13% | 18 |
|
|
2020
Q3 | – | Sell |
-1,115
| Closed | -$226K | – | 20 |
|
|
2020
Q2 | $226K | Buy |
+1,115
| New | +$226K | 0.17% | 17 |
|