Essential 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 | $2.23M | Hold |
4,486
| – | – | 0.83% | 21 |
|
|
2025
Q1 | $1.68M | Sell |
4,486
-79,572
| -95% | -$29.9M | 0.68% | 23 |
|
|
2024
Q4 | $35.8M | Buy |
84,058
+79,592
| +1,782% | +$33.9M | 0.23% | 39 |
|
|
2024
Q3 | $1.92M | Buy |
4,466
+88
| +2% | +$37.9K | 0.79% | 20 |
|
|
2024
Q2 | $1.96M | Sell |
4,378
-363
| -8% | -$162K | 0.86% | 19 |
|
|
2024
Q1 | $1.78M | Hold |
4,741
| – | – | 0.89% | 18 |
|
|
2023
Q4 | $1.78M | Buy |
4,741
+160
| +3% | +$60.2K | 0.9% | 18 |
|
|
2023
Q3 | $1.45M | Hold |
4,581
| – | – | 0.8% | 18 |
|
|
2023
Q2 | $1.56M | Buy |
4,581
+380
| +9% | +$129K | 0.89% | 17 |
|
|
2023
Q1 | $1.21M | Buy |
4,201
+1
| +0% | +$288 | 0.73% | 17 |
|
|
2022
Q4 | $1M | Buy |
4,200
+997
| +31% | +$237K | 0.77% | 18 |
|
|
2022
Q3 | $746K | Buy |
+3,203
| New | +$746K | 4.31% | 7 |
|