FWP
Falcon Wealth Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Buy |
12,210
+745
| +6% | +$371K | 0.61% | 22 |
|
|
2025
Q1 | $4.3M | Buy |
11,465
+687
| +6% | +$258K | 0.48% | 25 |
|
|
2024
Q4 | $4.54M | Buy |
10,778
+524
| +5% | +$221K | 0.51% | 26 |
|
|
2024
Q3 | $4.41M | Buy |
10,254
+22
| +0.2% | +$9.47K | 0.52% | 25 |
|
|
2024
Q2 | $4.57M | Buy |
10,232
+1,299
| +15% | +$581K | 0.59% | 23 |
|
|
2024
Q1 | $3.76M | Buy |
8,933
+72
| +0.8% | +$30.3K | 0.6% | 27 |
|
|
2023
Q4 | $3.33M | Buy |
8,861
+3,065
| +53% | +$1.15M | 0.58% | 26 |
|
|
2023
Q3 | $1.83M | Buy |
5,796
+895
| +18% | +$283K | 0.4% | 28 |
|
|
2023
Q2 | $1.67M | Buy |
4,901
+650
| +15% | +$221K | 0.37% | 28 |
|
|
2023
Q1 | $1.23M | Sell |
4,251
-36
| -0.8% | -$10.4K | 0.31% | 34 |
|
|
2022
Q4 | $1.03M | Hold |
4,287
| – | – | 0.29% | 37 |
|
|
2022
Q3 | $999K | Buy |
4,287
+272
| +7% | +$63.4K | 0.33% | 30 |
|
|
2022
Q2 | $1.03M | Buy |
4,015
+69
| +2% | +$17.7K | 0.35% | 33 |
|
|
2022
Q1 | $1.22M | Sell |
3,946
-321
| -8% | -$99K | 0.38% | 29 |
|
|
2021
Q4 | $1.44M | Buy |
4,267
+756
| +22% | +$254K | 0.47% | 24 |
|
|
2021
Q3 | $990K | Buy |
3,511
+1,322
| +60% | +$373K | 0.38% | 26 |
|
|
2021
Q2 | $593K | Buy |
2,189
+703
| +47% | +$190K | 0.25% | 35 |
|
|
2021
Q1 | $350K | Buy |
1,486
+82
| +6% | +$19.3K | 0.17% | 46 |
|
|
2020
Q4 | $312K | Buy |
+1,404
| New | +$312K | 0.17% | 43 |
|