Forbes Financial Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Hold |
1,835
| – | – | 0.62% | 23 |
|
|
2025
Q1 | $689K | Sell |
1,835
-10
| -0.5% | -$3.75K | 0.51% | 25 |
|
|
2024
Q4 | $778K | Hold |
1,845
| – | – | 0.38% | 25 |
|
|
2024
Q3 | $794K | Hold |
1,845
| – | – | 0.57% | 23 |
|
|
2024
Q2 | $825K | Hold |
1,845
| – | – | 0.65% | 23 |
|
|
2024
Q1 | $776K | Hold |
1,845
| – | – | 0.67% | 23 |
|
|
2023
Q4 | $694K | Hold |
1,845
| – | – | 0.65% | 22 |
|
|
2023
Q3 | $583K | Hold |
1,845
| – | – | 0.62% | 21 |
|
|
2023
Q2 | $628K | Hold |
1,845
| – | – | 0.61% | 23 |
|
|
2023
Q1 | $532K | Buy |
1,845
+36
| +2% | +$10.4K | 0.52% | 24 |
|
|
2022
Q4 | $421K | Hold |
1,809
| – | – | 0.61% | 22 |
|
|
2022
Q3 | $421K | Hold |
1,809
| – | – | 0.61% | 22 |
|
|
2022
Q2 | $466K | Sell |
1,809
-456
| -20% | -$117K | 0.67% | 22 |
|
|
2022
Q1 | $697K | Buy |
2,265
+261
| +13% | +$80.3K | 0.87% | 18 |
|
|
2021
Q4 | $674K | Buy |
+2,004
| New | +$674K | 0.66% | 25 |
|