CFFP
Center for Financial Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
23,852
+121
| +0.5% | +$60.2K | 1.36% | 9 |
|
|
2025
Q1 | $8.91M | Sell |
23,731
-6,193
| -21% | -$2.32M | 1.14% | 9 |
|
|
2024
Q4 | $12.6M | Buy |
29,924
+227
| +0.8% | +$95.7K | 1.68% | 9 |
|
|
2024
Q3 | $12.8M | Sell |
29,697
-968
| -3% | -$417K | 1.73% | 9 |
|
|
2024
Q2 | $13.7M | Sell |
30,665
-182
| -0.6% | -$81.3K | 1.98% | 8 |
|
|
2024
Q1 | $13M | Buy |
30,847
+263
| +0.9% | +$111K | 1.94% | 8 |
|
|
2023
Q4 | $11.5M | Sell |
30,584
-364
| -1% | -$137K | 2.11% | 7 |
|
|
2023
Q3 | $9.77M | Buy |
30,948
+512
| +2% | +$162K | 2.11% | 8 |
|
|
2023
Q2 | $10.4M | Sell |
30,436
-547
| -2% | -$186K | 2.18% | 7 |
|
|
2023
Q1 | $8.93M | Sell |
30,983
-369
| -1% | -$106K | 2.06% | 6 |
|
|
2022
Q4 | $7.52M | Sell |
31,352
-204
| -0.6% | -$48.9K | 1.83% | 7 |
|
|
2022
Q3 | $7.35M | Sell |
31,556
-75
| -0.2% | -$17.5K | 1.96% | 8 |
|
|
2022
Q2 | $8.12M | Buy |
31,631
+1,453
| +5% | +$373K | 2.06% | 7 |
|
|
2022
Q1 | $9.3M | Sell |
30,178
-868
| -3% | -$268K | 1.91% | 8 |
|
|
2021
Q4 | $10.4M | Sell |
31,046
-57
| -0.2% | -$19.2K | 2.14% | 6 |
|
|
2021
Q3 | $8.77M | Buy |
31,103
+51
| +0.2% | +$14.4K | 2.13% | 6 |
|
|
2021
Q2 | $8.41M | Sell |
31,052
-271
| -0.9% | -$73.4K | 2.07% | 6 |
|
|
2021
Q1 | $7.39M | Buy |
31,323
+2,014
| +7% | +$475K | 1.93% | 6 |
|
|
2020
Q4 | $6.52M | Sell |
29,309
-877
| -3% | -$195K | 1.85% | 8 |
|
|
2020
Q3 | $6.35M | Sell |
30,186
-219
| -0.7% | -$46.1K | 2.04% | 6 |
|
|
2020
Q2 | $6.19M | Buy |
30,405
+859
| +3% | +$175K | 2.16% | 6 |
|
|
2020
Q1 | $4.66M | Buy |
29,546
+1,490
| +5% | +$235K | 1.58% | 8 |
|
|
2019
Q4 | $4.42M | Buy |
+28,056
| New | +$4.42M | 1.11% | 8 |
|