Financial Life Planners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.51M Sell
9,060
-4,353
-32% -$2.17M 3.67% 5
2025
Q1
$5.04M Sell
13,413
-1,478
-10% -$555K 4.9% 5
2024
Q4
$6.29M Buy
+14,891
New +$6.29M 5.27% 5