Center for Financial Planning’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
$11.9M Buy
2025
Q1
$8.91M Sell
2024
Q4
$12.6M Buy
2024
Q3
$12.8M Sell
2024
Q2
$13.7M Sell
2024
Q1
$13M Buy
2023
Q4
$11.5M Sell
2023
Q3
$9.77M Buy
2023
Q2
$10.4M Sell
2023
Q1
$8.93M Sell
2022
Q4
$7.52M Sell
2022
Q3
$7.35M Sell
2022
Q2
$8.12M Buy
2022
Q1
$9.3M Sell
2021
Q4
$10.4M Sell
2021
Q3
$8.77M Buy
2021
Q2
$8.41M Sell
2021
Q1
$7.38M Buy
2020
Q4
$6.52M Sell
2020
Q3
$6.35M Sell
2020
Q2
$6.19M Buy
2020
Q1
$4.66M Buy
2019
Q4
$4.42M Buy