LifePlan Investment 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 | $1.46M | Sell |
2,936
-155
| -5% | -$77.1K | 0.73% | 41 |
|
|
2025
Q1 | $1.16M | Sell |
3,091
-108
| -3% | -$40.5K | 0.67% | 45 |
|
|
2024
Q4 | $1.35M | Buy |
3,199
+111
| +4% | +$46.8K | 0.83% | 36 |
|
|
2024
Q3 | $1.33M | Buy |
3,088
+52
| +2% | +$22.4K | 0.85% | 34 |
|
|
2024
Q2 | $1.36M | Buy |
3,036
+94
| +3% | +$42K | 0.98% | 30 |
|
|
2024
Q1 | $1.24M | Buy |
2,942
+258
| +10% | +$109K | 0.99% | 29 |
|
|
2023
Q4 | $1.01M | Buy |
2,684
+303
| +13% | +$114K | 0.92% | 30 |
|
|
2023
Q3 | $752K | Buy |
2,381
+570
| +31% | +$180K | 0.8% | 29 |
|
|
2023
Q2 | $617K | Buy |
+1,811
| New | +$617K | 0.69% | 32 |
|