Envision 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 | $368K | Buy |
740
+39
| +6% | +$19.4K | 0.17% | 41 |
|
|
2025
Q1 | $263K | Buy |
701
+62
| +10% | +$23.3K | 0.13% | 36 |
|
|
2024
Q4 | $269K | Buy |
+639
| New | +$269K | 0.14% | 37 |
|
|
2024
Q3 | – | Sell |
-453
| Closed | -$203K | – | 39 |
|
|
2024
Q2 | $203K | Sell |
453
-54
| -11% | -$24.1K | 0.15% | 31 |
|
|
2024
Q1 | $213K | Buy |
+507
| New | +$213K | 0.17% | 29 |
|