Forbes Financial 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 | $1.02M | Buy |
|
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|
2025
Q2 | $913K | Hold |
|
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|
2025
Q1 | $689K | Sell |
|
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|
2024
Q4 | $778K | Hold |
|
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|
2024
Q3 | $794K | Hold |
|
|||||
|
2024
Q2 | $825K | Hold |
|
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|
2024
Q1 | $776K | Hold |
|
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|
2023
Q4 | $694K | Hold |
|
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|
2023
Q3 | $583K | Hold |
|
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|
2023
Q2 | $628K | Hold |
|
|||||
|
2023
Q1 | $532K | Buy |
|
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|
2022
Q4 | $421K | Hold |
|
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|
2022
Q3 | $421K | Hold |
|
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|
2022
Q2 | $466K | Sell |
|
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|
2022
Q1 | $697K | Buy |
|
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|
2021
Q4 | $674K | Buy |
|