Keener Financial Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2,934
| – | – | 0.73% | 10 |
|
|
2025
Q1 | $1.1M | Sell |
2,934
-40
| -1% | -$15K | 0.72% | 10 |
|
|
2024
Q4 | $1.25M | Buy |
2,974
+328
| +12% | +$138K | 0.74% | 10 |
|
|
2024
Q3 | $1.14M | Sell |
2,646
-525
| -17% | -$226K | 0.75% | 9 |
|
|
2024
Q2 | $1.42M | Sell |
3,171
-92
| -3% | -$41.1K | 0.92% | 10 |
|
|
2024
Q1 | $1.37M | Buy |
3,263
+196
| +6% | +$82.5K | 0.94% | 9 |
|
|
2023
Q4 | $1.15M | Buy |
+3,067
| New | +$1.15M | 0.89% | 9 |
|