Falcon Wealth Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.81M | Buy |
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|
2025
Q2 | $6.07M | Buy |
|
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|
2025
Q1 | $4.3M | Buy |
|
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|
2024
Q4 | $4.54M | Buy |
|
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|
2024
Q3 | $4.41M | Buy |
|
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|
2024
Q2 | $4.57M | Buy |
|
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|
2024
Q1 | $3.76M | Buy |
|
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|
2023
Q4 | $3.33M | Buy |
|
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|
2023
Q3 | $1.83M | Buy |
|
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|
2023
Q2 | $1.67M | Buy |
|
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|
2023
Q1 | $1.23M | Sell |
|
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|
2022
Q4 | $1.03M | Hold |
|
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|
2022
Q3 | $999K | Buy |
|
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|
2022
Q2 | $1.03M | Buy |
|
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|
2022
Q1 | $1.22M | Sell |
|
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|
2021
Q4 | $1.44M | Buy |
|
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|
2021
Q3 | $990K | Buy |
|
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|
2021
Q2 | $593K | Buy |
|
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|
2021
Q1 | $350K | Buy |
|
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|
2020
Q4 | $312K | Buy |
|