OLIO Financial Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Sell |
1,199
-95
| -7% | -$47.3K | 0.19% | 34 |
|
|
2025
Q1 | $486K | Buy |
1,294
+83
| +7% | +$31.2K | 0.17% | 36 |
|
|
2024
Q4 | $510K | Buy |
1,211
+58
| +5% | +$24.4K | 0.18% | 36 |
|
|
2024
Q3 | $433K | Hold |
1,153
| – | – | 0.18% | 38 |
|
|
2024
Q2 | $433K | Hold |
1,153
| – | – | 0.18% | 38 |
|
|
2024
Q1 | $433K | Hold |
1,153
| – | – | 0.18% | 38 |
|
|
2023
Q4 | $433K | Buy |
1,153
+21
| +2% | +$7.88K | 0.18% | 38 |
|
|
2023
Q3 | $357K | Buy |
1,132
+1
| +0.1% | +$316 | 0.17% | 39 |
|
|
2023
Q2 | $385K | Buy |
1,131
+71
| +7% | +$24.2K | 0.18% | 35 |
|
|
2023
Q1 | $306K | Sell |
1,060
-32
| -3% | -$9.23K | 0.16% | 35 |
|
|
2022
Q4 | $262K | Sell |
1,092
-17
| -2% | -$4.08K | 0.14% | 38 |
|
|
2022
Q3 | $258K | Sell |
1,109
-29
| -3% | -$6.75K | 0.15% | 36 |
|
|
2022
Q2 | $292K | Buy |
1,138
+110
| +11% | +$28.2K | 0.16% | 38 |
|
|
2022
Q1 | $317K | Buy |
1,028
+203
| +25% | +$62.6K | 0.18% | 37 |
|
|
2021
Q4 | $277K | Buy |
+825
| New | +$277K | 0.16% | 35 |
|