FP
Fiduciary Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
6,629
-841
| -11% | -$418K | 1.09% | 20 |
|
|
2025
Q1 | $2.8M | Buy |
7,470
+18
| +0.2% | +$6.76K | 0.92% | 20 |
|
|
2024
Q4 | $3.14M | Sell |
7,452
-78
| -1% | -$32.9K | 1.02% | 19 |
|
|
2024
Q3 | $3.24M | Sell |
7,530
-81
| -1% | -$34.9K | 1.1% | 20 |
|
|
2024
Q2 | $3.4M | Buy |
7,611
+424
| +6% | +$190K | 1.22% | 19 |
|
|
2024
Q1 | $3.02M | Buy |
7,187
+1,640
| +30% | +$690K | 1.14% | 17 |
|
|
2023
Q4 | $2.09M | Buy |
5,547
+229
| +4% | +$86.1K | 0.89% | 18 |
|
|
2023
Q3 | $1.68M | Sell |
5,318
-453
| -8% | -$143K | 0.79% | 23 |
|
|
2023
Q2 | $1.97M | Sell |
5,771
-128
| -2% | -$43.6K | 0.9% | 14 |
|
|
2023
Q1 | $1.7M | Buy |
5,899
+217
| +4% | +$62.6K | 0.81% | 13 |
|
|
2022
Q4 | $1.36M | Buy |
5,682
+3,438
| +153% | +$825K | 0.66% | 15 |
|
|
2022
Q3 | $523K | Sell |
2,244
-411
| -15% | -$95.8K | 0.27% | 31 |
|
|
2022
Q2 | $682K | Sell |
2,655
-148
| -5% | -$38K | 0.34% | 28 |
|
|
2022
Q1 | $864K | Sell |
2,803
-1,486
| -35% | -$458K | 0.47% | 23 |
|
|
2021
Q4 | $1.44M | Sell |
4,289
-6,036
| -58% | -$2.03M | 0.81% | 12 |
|
|
2021
Q3 | $2.91M | Sell |
10,325
-193
| -2% | -$54.4K | 1.55% | 12 |
|
|
2021
Q2 | $2.85M | Sell |
10,518
-4,410
| -30% | -$1.19M | 2.46% | 10 |
|
|
2021
Q1 | $3.52M | Buy |
14,928
+2,171
| +17% | +$512K | 5.32% | 3 |
|
|
2020
Q4 | $2.84M | Buy |
12,757
+437
| +4% | +$97.2K | 4% | 3 |
|
|
2020
Q3 | $2.59M | Buy |
12,320
+1,308
| +12% | +$275K | 4.27% | 3 |
|
|
2020
Q2 | $2.26M | Sell |
11,012
-3,321
| -23% | -$681K | 4.97% | 3 |
|
|
2020
Q1 | $2.26M | Buy |
14,333
+5,678
| +66% | +$896K | 4.24% | 7 |
|
|
2019
Q4 | $1.43M | Buy |
+8,655
| New | +$1.43M | 1.32% | 13 |
|