Cornerstone Planning Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
4,607
+67
| +1% | +$35.4K | 0.5% | 25 |
|
|
2025
Q1 | $1.7M | Buy |
4,540
+1,917
| +73% | +$718K | 0.41% | 22 |
|
|
2024
Q4 | $1.14M | Sell |
2,623
-34
| -1% | -$14.8K | 0.28% | 27 |
|
|
2024
Q3 | $1.15M | Sell |
2,657
-251
| -9% | -$108K | 0.3% | 25 |
|
|
2024
Q2 | $1.15M | Buy |
2,908
+310
| +12% | +$122K | 0.33% | 24 |
|
|
2024
Q1 | $1.06M | Sell |
2,598
-216
| -8% | -$87.8K | 0.33% | 24 |
|
|
2023
Q4 | $1.06M | Sell |
2,814
-159
| -5% | -$59.8K | 0.35% | 24 |
|
|
2023
Q3 | $939K | Buy |
2,973
+611
| +26% | +$193K | 0.36% | 24 |
|
|
2023
Q2 | $804K | Buy |
+2,362
| New | +$804K | 0.32% | 34 |
|
|
2022
Q4 | $688K | Buy |
+2,967
| New | +$688K | 0.29% | 48 |
|