New England Professional Planning Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
709
| – | – | 0.16% | 28 |
|
|
2025
Q1 | $266K | Hold |
709
| – | – | 0.13% | 37 |
|
|
2024
Q4 | $299K | Buy |
709
+74
| +12% | +$31.2K | 0.15% | 32 |
|
|
2024
Q3 | $273K | Sell |
635
-103
| -14% | -$44.3K | 0.14% | 33 |
|
|
2024
Q2 | $330K | Sell |
738
-41
| -5% | -$18.3K | 0.17% | 29 |
|
|
2024
Q1 | $328K | Buy |
779
+54
| +7% | +$22.7K | 0.17% | 28 |
|
|
2023
Q4 | $273K | Buy |
725
+23
| +3% | +$8.65K | 0.15% | 31 |
|
|
2023
Q3 | $222K | Hold |
702
| – | – | 0.14% | 33 |
|
|
2023
Q2 | $239K | Sell |
702
-190
| -21% | -$64.7K | 0.14% | 29 |
|
|
2023
Q1 | $253K | Sell |
892
-125
| -12% | -$35.4K | 0.15% | 27 |
|
|
2022
Q4 | $244K | Buy |
1,017
+105
| +12% | +$25.2K | 0.14% | 30 |
|
|
2022
Q3 | $213K | Sell |
912
-643
| -41% | -$150K | 0.15% | 32 |
|
|
2022
Q2 | $400K | Hold |
1,555
| – | – | 0.28% | 17 |
|
|
2022
Q1 | $481K | Sell |
1,555
-63
| -4% | -$19.5K | 0.29% | 18 |
|
|
2021
Q4 | $493K | Sell |
1,618
-180
| -10% | -$54.8K | 0.3% | 16 |
|
|
2021
Q3 | $595K | Sell |
1,798
-326
| -15% | -$108K | 0.35% | 14 |
|
|
2021
Q2 | $610K | Sell |
2,124
-847
| -29% | -$243K | 0.37% | 13 |
|
|
2021
Q1 | $741K | Buy |
2,971
+613
| +26% | +$153K | 0.45% | 11 |
|
|
2020
Q4 | $526K | Buy |
2,358
+30
| +1% | +$6.69K | 0.37% | 15 |
|
|
2020
Q3 | $521K | Sell |
2,328
-2,341
| -50% | -$524K | 0.41% | 10 |
|
|
2020
Q2 | $972K | Sell |
4,669
-455
| -9% | -$94.7K | 0.75% | 10 |
|
|
2020
Q1 | $915K | Buy |
5,124
+332
| +7% | +$59.3K | 0.85% | 10 |
|
|
2019
Q4 | $756K | Buy |
+4,792
| New | +$756K | 0.6% | 13 |
|
|
2018
Q3 | $338K | Buy |
+2,950
| New | +$338K | 0.39% | 29 |
|