Holistic Planning’s Microsoft MSFT Stock Holding History

Holistic Planning’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.83M	Buy
2025 Q1	$4.15M	Buy
2024 Q4	$4.59M	Buy
2024 Q3	$4.59M	Buy
2024 Q2	$2.49M	Hold
2024 Q1	$2.49M	Buy
2023 Q4	$2.2M	Buy