Mark Sheptoff Financial Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
|
|||||
|
2025
Q1 | $18.2M | Sell |
|
|||||
|
2024
Q4 | $21.3M | Hold |
|
|||||
|
2024
Q3 | $21.7M | Sell |
|
|||||
|
2024
Q2 | $23M | Sell |
|
|||||
|
2024
Q1 | $22M | Sell |
|
|||||
|
2023
Q4 | $19.9M | Buy |
|
|||||
|
2023
Q3 | $16.5M | Sell |
|
|||||
|
2023
Q2 | $18M | Sell |
|
|||||
|
2023
Q1 | $15.7M | Sell |
|
|||||
|
2022
Q4 | $13.1M | Buy |
|
|||||
|
2022
Q3 | $12.6M | Buy |
|
|||||
|
2022
Q2 | $13.9M | Sell |
|
|||||
|
2022
Q1 | $16.9M | Sell |
|
|||||
|
2021
Q4 | $19.4M | Buy |
|
|||||
|
2021
Q3 | $16.2M | Buy |
|
|||||
|
2021
Q2 | $15.6M | Buy |
|
|||||
|
2021
Q1 | $13.2M | Buy |
|
|||||
|
2020
Q4 | $12.4M | Buy |
|
|||||
|
2020
Q3 | $11.7M | Sell |
|
|||||
|
2020
Q2 | $11.5M | Buy |
|
|||||
|
2020
Q1 | $8.9M | Buy |
|
|||||
|
2019
Q4 | $8.33M | Buy |
|
|||||
|
2019
Q3 | $6.64M | Buy |
|
|||||
|
2019
Q2 | $5.93M | Buy |
|
|||||
|
2019
Q1 | $4.4M | Buy |
|
|||||
|
2018
Q4 | $3.2M | Buy |
|
|||||
|
2018
Q3 | $3.45M | Buy |
|
|||||
|
2018
Q2 | $2.95M | Buy |
|
|||||
|
2018
Q1 | $2.31M | Buy |
|
|||||
|
2017
Q4 | $2.11M | Buy |
|
|||||
|
2017
Q3 | $1.8M | Buy |
|
|||||
|
2017
Q2 | $1.61M | Buy |
|
|||||
|
2017
Q1 | $1.5M | Buy |
|
|||||
|
2016
Q4 | $1.41M | Buy |
|
|||||
|
2016
Q3 | $995K | Buy |
|
|||||
|
2016
Q2 | $832K | Sell |
|
|||||
|
2016
Q1 | $909K | Buy |
|
|||||
|
2015
Q4 | $780K | Sell |
|
|||||
|
2015
Q3 | $689K | Sell |
|
|||||
|
2015
Q2 | $845K | Sell |
|
|||||
|
2015
Q1 | $872K | Buy |
|
|||||
|
2014
Q4 | $996K | Buy |
|
|||||
|
2014
Q3 | $963K | Buy |
|
|||||
|
2014
Q2 | $862K | Sell |
|
|||||
|
2014
Q1 | $867K | Buy |
|