MPCL
My Personal CFO LLC’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
36,318
-8,392
| -19% | -$4.17M | 8.21% | 2 |
|
|
2025
Q1 | $16.8M | Buy |
44,710
+1,706
| +4% | +$640K | 8.45% | 2 |
|
|
2024
Q4 | $18.1M | Buy |
43,004
+4,639
| +12% | +$1.96M | 9.29% | 2 |
|
|
2024
Q3 | $16.5M | Sell |
38,365
-1,452
| -4% | -$625K | 9.05% | 2 |
|
|
2024
Q2 | $17.8M | Buy |
39,817
+12,012
| +43% | +$5.37M | 9.5% | 2 |
|
|
2024
Q1 | $11.7M | Buy |
27,805
+254
| +0.9% | +$107K | 6.74% | 3 |
|
|
2023
Q4 | $10.4M | Sell |
27,551
-3,278
| -11% | -$1.23M | 6.75% | 3 |
|
|
2023
Q3 | $9.73M | Buy |
30,829
+850
| +3% | +$268K | 7.86% | 2 |
|
|
2023
Q2 | $10.2M | Sell |
29,979
-5,319
| -15% | -$1.81M | 8.02% | 2 |
|
|
2023
Q1 | $10.2M | Buy |
35,298
+10,982
| +45% | +$3.17M | 8.69% | 2 |
|
|
2022
Q4 | $8.15M | Buy |
24,316
+1,048
| +5% | +$351K | 7.52% | 3 |
|
|
2022
Q3 | $5.42M | Sell |
23,268
-5,659
| -20% | -$1.32M | 8.23% | 2 |
|
|
2022
Q2 | $7.43M | Sell |
28,927
-2,315
| -7% | -$595K | 9.54% | 3 |
|
|
2022
Q1 | $9.63M | Sell |
31,242
-3,291
| -10% | -$1.01M | 9.97% | 3 |
|
|
2021
Q4 | $11.6M | Buy |
+34,533
| New | +$11.6M | 10.12% | 2 |
|