FOFP
Fee-Only Financial Planning’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $610K | Hold |
1,226
| – | – | 0.38% | 23 |
|
2025
Q1 | $460K | Hold |
1,226
| – | – | 0.31% | 26 |
|
2024
Q4 | $517K | Hold |
1,226
| – | – | 0.33% | 24 |
|
2024
Q3 | $528K | Hold |
1,226
| – | – | 0.34% | 25 |
|
2024
Q2 | $548K | Hold |
1,226
| – | – | 0.37% | 23 |
|
2024
Q1 | $516K | Hold |
1,226
| – | – | 0.35% | 23 |
|
2023
Q4 | $461K | Hold |
1,226
| – | – | 0.33% | 24 |
|
2023
Q3 | $387K | Hold |
1,226
| – | – | 0.31% | 26 |
|
2023
Q2 | $418K | Buy |
1,226
+45
| +4% | +$15.3K | 0.32% | 27 |
|
2023
Q1 | $340K | Hold |
1,181
| – | – | 0.28% | 30 |
|
2022
Q4 | $283K | Buy |
+1,181
| New | +$283K | 0.24% | 34 |
|