DFP
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Defined Financial Planning’s Microsoft MSFT Stock Holding History

Defined Financial Planning’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.1M Buy
6,131
+194
+3% +$98.1K 2.75% 13
2025
Q1 		$2.27M Sell
5,937
-1,193
-17% -$456K 2.3% 14
2024
Q4 		$3.01M Buy
+7,130
New +$3.01M 3.21% 8