Investments & Financial Planning LLC’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
633
+1
| +0.2% | +$497 | 0.18% | 29 |
|
|
2025
Q1 | $237K | Buy |
+632
| New | +$237K | 0.15% | 31 |
|
|
2024
Q4 | – | Sell |
-586
| Closed | -$252K | – | 34 |
|
|
2024
Q3 | $252K | Buy |
586
+1
| +0.2% | +$430 | 0.16% | 31 |
|
|
2024
Q2 | $262K | Hold |
585
| – | – | 0.18% | 30 |
|
|
2024
Q1 | $246K | Hold |
585
| – | – | 0.17% | 31 |
|
|
2023
Q4 | $220K | Buy |
+585
| New | +$220K | 0.16% | 31 |
|
|
2023
Q2 | – | Sell |
-709
| Closed | -$204K | – | 37 |
|
|
2023
Q1 | $204K | Sell |
709
-198
| -22% | -$57.1K | 0.19% | 36 |
|
|
2022
Q4 | $218K | Buy |
+907
| New | +$218K | 0.21% | 35 |
|
|
2022
Q2 | $275K | Buy |
1,070
+297
| +38% | +$76.3K | 0.28% | 30 |
|
|
2022
Q1 | $238K | Buy |
+773
| New | +$238K | 0.21% | 31 |
|