Investment Planning Advisors’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$995K	Buy	2,001 +1,199	+150%	+$597K	0.35%	27
2025 Q1	$301K	Buy	+802	New	+$301K	0.12%	61
2024 Q4	–	Sell	-542	Closed	-$242K	–	65
2024 Q3	$242K	Hold	542	–	–	0.12%	56
2024 Q2	$242K	Buy	+542	New	+$242K	0.12%	56