OLIO 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
Q3 | $612K | Sell |
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|
2025
Q2 | $597K | Sell |
|
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|
2025
Q1 | $486K | Buy |
|
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|
2024
Q4 | $510K | Buy |
|
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|
2024
Q3 | $433K | Hold |
|
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|
2024
Q2 | $433K | Hold |
|
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|
2024
Q1 | $433K | Hold |
|
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|
2023
Q4 | $433K | Buy |
|
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|
2023
Q3 | $357K | Buy |
|
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|
2023
Q2 | $385K | Buy |
|
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|
2023
Q1 | $306K | Sell |
|
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|
2022
Q4 | $262K | Sell |
|
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|
2022
Q3 | $258K | Sell |
|
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|
2022
Q2 | $292K | Buy |
|
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|
2022
Q1 | $317K | Buy |
|
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|
2021
Q4 | $277K | Buy |
|