HP
Holistic Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Buy |
13,727
+2,670
| +24% | +$1.33M | 1.95% | 9 |
|
|
2025
Q1 | $4.15M | Buy |
11,057
+160
| +1% | +$60.1K | 1.41% | 13 |
|
|
2024
Q4 | $4.59M | Buy |
10,897
+239
| +2% | +$101K | 1.66% | 11 |
|
|
2024
Q3 | $4.59M | Buy |
10,658
+4,746
| +80% | +$2.04M | 1.94% | 9 |
|
|
2024
Q2 | $2.49M | Hold |
5,912
| – | – | 1.91% | 10 |
|
|
2024
Q1 | $2.49M | Buy |
5,912
+67
| +1% | +$28.2K | 1.9% | 10 |
|
|
2023
Q4 | $2.2M | Buy |
+5,845
| New | +$2.2M | 1.85% | 12 |
|