Capasso Planning Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
1,859
-2,360
| -56% | -$1.17M | 0.52% | 34 |
|
|
2025
Q1 | $1.58M | Sell |
4,219
-169
| -4% | -$63.4K | 0.66% | 32 |
|
|
2024
Q4 | $1.85M | Sell |
4,388
-1,806
| -29% | -$761K | 0.74% | 27 |
|
|
2024
Q3 | $2.67M | Sell |
6,194
-617
| -9% | -$265K | 0.79% | 25 |
|
|
2024
Q2 | $3.04M | Buy |
6,811
+1,309
| +24% | +$585K | 0.99% | 21 |
|
|
2024
Q1 | $2.31M | Buy |
5,502
+51
| +0.9% | +$21.5K | 0.96% | 20 |
|
|
2023
Q4 | $2.05M | Buy |
5,451
+42
| +0.8% | +$15.8K | 0.96% | 21 |
|
|
2023
Q3 | $1.71M | Buy |
5,409
+48
| +0.9% | +$15.2K | 0.91% | 24 |
|
|
2023
Q2 | $1.83M | Buy |
5,361
+453
| +9% | +$154K | 0.98% | 22 |
|
|
2023
Q1 | $1.41M | Buy |
4,908
+70
| +1% | +$20.2K | 0.83% | 30 |
|
|
2022
Q4 | $1.16M | Buy |
4,838
+70
| +1% | +$16.8K | 0.74% | 31 |
|
|
2022
Q3 | $1.11M | Buy |
4,768
+175
| +4% | +$40.7K | 0.77% | 33 |
|
|
2022
Q2 | $1.18M | Buy |
4,593
+285
| +7% | +$73.2K | 0.84% | 29 |
|
|
2022
Q1 | $1.33M | Sell |
4,308
-19
| -0.4% | -$5.86K | 0.94% | 26 |
|
|
2021
Q4 | $1.46M | Buy |
+4,327
| New | +$1.46M | 1.06% | 23 |
|