Meredith Wealth 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
$1.2M Buy
2025
Q1
$901K Sell
2024
Q4
$1.04M Sell
2024
Q3
$1.08M Sell
2024
Q2
$1.19M Buy
2024
Q1
$1.06M Buy
2023
Q4
$945K Sell
2023
Q3
$844K Buy
2023
Q2
$398K Sell
2023
Q1
$804K Sell
2022
Q4
$724K Buy