Creative 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 | $1.45B | Buy |
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|
2025
Q1 | $1.05B | Buy |
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|
2024
Q4 | $1.12B | Buy |
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|
2024
Q3 | $1.1B | Buy |
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|
2024
Q2 | $1.11B | Buy |
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|
2024
Q1 | $1.01B | Buy |
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|
2023
Q4 | $889M | Buy |
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|
2023
Q3 | $714M | Buy |
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|
2023
Q2 | $709M | Buy |
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|
2023
Q1 | $585M | Buy |
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|
2022
Q4 | $485M | Buy |
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|
2022
Q3 | $438M | Sell |
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|
2022
Q2 | $513M | Buy |
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|
2022
Q1 | $543M | Buy |
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|
2021
Q4 | $536M | Buy |
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|
2021
Q3 | $438M | Buy |
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|
2021
Q2 | $417M | Buy |
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|
2021
Q1 | $347M | Buy |
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|
2020
Q4 | $327M | Buy |
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|
2020
Q3 | $300M | Buy |
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|
2020
Q2 | $279M | Buy |
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|
2020
Q1 | $215M | Buy |
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|
2019
Q4 | $210M | Sell |
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|
2019
Q3 | $185M | Buy |
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|
2019
Q2 | $177M | Buy |
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|
2019
Q1 | $148M | Buy |
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|
2018
Q4 | $125M | Buy |
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|
2018
Q3 | $137M | Sell |
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|
2018
Q2 | $119M | Buy |
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|
2018
Q1 | $107M | Buy |
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|
2017
Q4 | $98M | Buy |
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|
2017
Q3 | $84.5M | Buy |
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|
2017
Q2 | $63.4M | Buy |
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|
2017
Q1 | $59.9M | Buy |
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|
2016
Q4 | $56.1M | Buy |
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|
2016
Q3 | $47.5M | Buy |
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|
2016
Q2 | $35.3M | Sell |
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|
2016
Q1 | $39.3M | Sell |
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|
2015
Q4 | $39.7M | Buy |
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|
2015
Q3 | $29.9M | Buy |
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|
2015
Q2 | $27.1M | Buy |
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|
2015
Q1 | $23.7M | Buy |
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|
2014
Q4 | $24.6M | Sell |
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|
2014
Q3 | $25.1M | Buy |
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|
2014
Q2 | $19.8M | Buy |
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|
2014
Q1 | $17.6M | Buy |
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|
2013
Q4 | $15.6M | Sell |
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|
2013
Q3 | $14.4M | Buy |
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|
2013
Q2 | $14.5M | Buy |
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