Fiduciary 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
$3.35M Sell
2025
Q2
$3.3M Sell
2025
Q1
$2.8M Buy
2024
Q4
$3.14M Sell
2024
Q3
$3.24M Sell
2024
Q2
$3.4M Buy
2024
Q1
$3.02M Buy
2023
Q4
$2.09M Buy
2023
Q3
$1.68M Sell
2023
Q2
$1.97M Sell
2023
Q1
$1.7M Buy
2022
Q4
$1.36M Buy
2022
Q3
$523K Sell
2022
Q2
$682K Sell
2022
Q1
$864K Sell
2021
Q4
$1.44M Sell
2021
Q3
$2.91M Sell
2021
Q2
$2.85M Sell
2021
Q1
$3.52M Buy
2020
Q4
$2.84M Buy
2020
Q3
$2.59M Buy
2020
Q2
$2.26M Sell
2020
Q1
$2.26M Buy
2019
Q4
$1.43M Buy