Elser Financial Planning’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Buy
4,841
+122
+3% +$60.7K 3% 11
2025
Q1
$1.77M Buy
4,719
+109
+2% +$40.9K 2.45% 10
2024
Q4
$1.94M Buy
4,610
+113
+3% +$47.6K 0.12% 29
2024
Q3
$1.94M Buy
4,497
+365
+9% +$157K 2.81% 9
2024
Q2
$1.85M Buy
+4,132
New +$1.85M 0.31% 27