Cornerstone Planning Group’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
$2.43M Buy
2025
Q1
$1.7M Buy
2024
Q4
$1.14M Sell
2024
Q3
$1.15M Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.06M Sell
2023
Q4
$1.06M Sell
2023
Q3
$939K Buy
2023
Q2
$804K Buy
2022
Q4
$688K Buy