Capasso Planning Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$925K Sell
2025
Q1
$1.58M Sell
2024
Q4
$1.85M Sell
2024
Q3
$2.67M Sell
2024
Q2
$3.04M Buy
2024
Q1
$2.31M Buy
2023
Q4
$2.05M Buy
2023
Q3
$1.71M Buy
2023
Q2
$1.83M Buy
2023
Q1
$1.41M Buy
2022
Q4
$1.16M Buy
2022
Q3
$1.11M Buy
2022
Q2
$1.18M Buy
2022
Q1
$1.33M Sell
2021
Q4
$1.46M Buy