IFPG
Intrepid Financial Planning Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
6,508
-24
| -0.4% | -$11.9K | 1.36% | 20 |
|
|
2025
Q1 | $2.45M | Sell |
6,532
-154
| -2% | -$57.8K | 1.14% | 21 |
|
|
2024
Q4 | $2.82M | Sell |
6,686
-165
| -2% | -$69.6K | 1.19% | 23 |
|
|
2024
Q3 | $2.95M | Sell |
6,851
-360
| -5% | -$155K | 1.26% | 19 |
|
|
2024
Q2 | $3.22M | Sell |
7,211
-151
| -2% | -$67.5K | 1.38% | 18 |
|
|
2024
Q1 | $3.1M | Buy |
7,362
+1,414
| +24% | +$595K | 1.34% | 19 |
|
|
2023
Q4 | $2.24M | Sell |
5,948
-15
| -0.3% | -$5.64K | 1.07% | 26 |
|
|
2023
Q3 | $1.88M | Sell |
5,963
-405
| -6% | -$128K | 0.98% | 29 |
|
|
2023
Q2 | $2.17M | Buy |
6,368
+217
| +4% | +$73.9K | 1.04% | 25 |
|
|
2023
Q1 | $1.77M | Sell |
6,151
-120
| -2% | -$34.6K | 0.89% | 30 |
|
|
2022
Q4 | $1.5M | Buy |
6,271
+120
| +2% | +$28.8K | 0.82% | 32 |
|
|
2022
Q3 | $1.43M | Buy |
6,151
+3,229
| +111% | +$752K | 0.81% | 32 |
|
|
2022
Q2 | $750K | Buy |
+2,922
| New | +$750K | 0.41% | 47 |
|