Life Planning Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
591
| – | – | 0.23% | 57 |
|
|
2025
Q1 | $222K | Buy |
591
+51
| +9% | +$19.1K | 0.2% | 59 |
|
|
2024
Q4 | $228K | Buy |
540
+26
| +5% | +$11K | 0.21% | 55 |
|
|
2024
Q3 | $221K | Buy |
514
+45
| +10% | +$19.4K | 0.2% | 55 |
|
|
2024
Q2 | $210K | Buy |
+469
| New | +$210K | 0.19% | 58 |
|
|
2024
Q1 | – | Sell |
-389
| Closed | -$146K | – | 170 |
|
|
2023
Q4 | $146K | Buy |
+389
| New | +$146K | 0.14% | 66 |
|
|
2022
Q3 | $691K | Hold |
2,967
| – | – | 0.79% | 27 |
|
|
2022
Q2 | $762K | Hold |
2,967
| – | – | 0.86% | 26 |
|
|
2022
Q1 | $915K | Hold |
2,967
| – | – | 0.93% | 26 |
|
|
2021
Q4 | $998K | Buy |
+2,967
| New | +$998K | 1% | 24 |
|