LifePlan Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
5,632
+138
| +3% | +$68.6K | 2.32% | 7 |
|
|
2025
Q1 | $2.06M | Buy |
5,494
+317
| +6% | +$119K | 1.8% | 15 |
|
|
2024
Q4 | $2.18M | Sell |
5,177
-2
| -0% | -$843 | 1.93% | 13 |
|
|
2024
Q3 | $2.23M | Buy |
5,179
+100
| +2% | +$43K | 1.91% | 14 |
|
|
2024
Q2 | $2.27M | Sell |
5,079
-153
| -3% | -$68.4K | 2.09% | 12 |
|
|
2024
Q1 | $2.2M | Sell |
5,232
-24
| -0.5% | -$10.1K | 2.02% | 12 |
|
|
2023
Q4 | $1.98M | Buy |
+5,256
| New | +$1.98M | 1.98% | 12 |
|