Consolidated Planning Corp’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.66M	Sell	15,287 -19,236	-56%	-$8.05M	0.92%	17
2025 Q4	$16.7M	Buy	34,523 +2,841	+9%	+$1.42M	1.69%	16
2025 Q3	$16.4M	Buy	31,682 +18,506	+140%	+$9.44M	1.73%	14
2025 Q2	$6.55M	Sell	13,176 -16,764	-56%	-$7.28M	0.82%	39
2025 Q1	$11.2M	Sell	29,940 -11,603	-28%	-$4.73M	1.55%	14
2024 Q4	$17.5M	Buy	41,543 +5,561	+15%	+$2.37M	2.38%	10
2024 Q3	$15.5M	Buy	35,982 +2,041	+6%	+$872K	2.3%	8
2024 Q2	$15.2M	Buy	33,941 +2,330	+7%	+$984K	2.5%	8
2024 Q1	$13.3M	Sell	31,611 -24,277	-43%	-$9.83M	2.27%	7
2023 Q4	$21M	Sell	55,888 -130	-0.2%	-$46.3K	3.91%	5
2023 Q3	$17.7M	Buy	56,018 +441	+0.8%	+$146K	3.92%	4
2023 Q2	$18.9M	Buy	55,577 +1,921	+4%	+$602K	3.98%	4
2023 Q1	$15.5M	Sell	53,656 -4,706	-8%	-$1.2M	4.01%	4
2022 Q4	$14M	Buy	58,362 +2,314	+4%	+$555K	3.87%	4
2022 Q3	$13.1M	Sell	56,048 -1,019	-2%	-$269K	4.07%	4
2022 Q2	$14.7M	Buy	57,067 +52,435	+1,132%	+$14.2M	4.58%	2
2022 Q1	$1.43M	Buy	4,632 +110	+2%	+$33.1K	0.99%	16
2021 Q4	$1.52M	Buy	4,522 +45	+1%	+$14.6K	0.98%	16
2021 Q3	$1.26M	Buy	4,477 +15	+0.3%	+$4.36K	0.82%	18
2021 Q2	$1.21M	Sell	4,462 -80	-2%	-$20.3K	0.89%	17
2021 Q1	$1.07M	Buy	4,542 +150	+3%	+$34.8K	0.68%	18
2020 Q4	$976K	Buy	4,392 +39	+0.9%	+$8.39K	0.64%	20
2020 Q3	$915K	Buy	4,353 +4	+0.1%	+$840	0.68%	19
2020 Q2	$885K	Sell	4,349 -156	-3%	-$28.3K	0.87%	18
2020 Q1	$710K	Buy	4,505 +76	+2%	+$12.5K	0.89%	16
2019 Q4	$698K	Buy	+4,429	New	+$651K	0.69%	18