Partners in 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
Q2 | $1.28M | Hold |
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|
2025
Q1 | $964K | Buy |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $1M | Buy |
|
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|
2024
Q2 | $910K | Buy |
|
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|
2024
Q1 | $847K | Buy |
|
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|
2023
Q4 | $607K | Buy |
|
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|
2023
Q3 | $486K | Buy |
|
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $377K | Hold |
|
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $348K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $388K | Hold |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $351K | Buy |
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