CFP
Cypress Financial Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
1,363
-281
| -17% | -$140K | 0.22% | 37 |
|
|
2025
Q1 | $617K | Sell |
1,644
-71
| -4% | -$26.7K | 0.22% | 38 |
|
|
2024
Q4 | $723K | Buy |
1,715
+55
| +3% | +$23.2K | 0.27% | 32 |
|
|
2024
Q3 | $714K | Buy |
1,660
+20
| +1% | +$8.61K | 0.26% | 33 |
|
|
2024
Q2 | $733K | Sell |
1,640
-267
| -14% | -$119K | 0.3% | 29 |
|
|
2024
Q1 | $802K | Buy |
+1,907
| New | +$802K | 0.37% | 25 |
|
|
2023
Q4 | – | Sell |
-1,925
| Closed | -$608K | – | 51 |
|
|
2023
Q3 | $608K | Hold |
1,925
| – | – | 0.35% | 25 |
|
|
2023
Q2 | $651K | Buy |
1,925
+7
| +0.4% | +$2.37K | 0.37% | 25 |
|
|
2023
Q1 | $551K | Buy |
1,918
+21
| +1% | +$6.03K | 0.34% | 28 |
|
|
2022
Q4 | $454K | Buy |
1,897
+9
| +0.5% | +$2.16K | 0.3% | 34 |
|
|
2022
Q3 | $440K | Buy |
1,888
+36
| +2% | +$8.39K | 0.31% | 31 |
|
|
2022
Q2 | $476K | Buy |
+1,852
| New | +$476K | 0.33% | 31 |
|