Partners in 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 | $1.28M | Hold |
2,569
| – | – | 0.24% | 42 |
|
|
2025
Q1 | $964K | Buy |
2,569
+350
| +16% | +$131K | 0.19% | 44 |
|
|
2024
Q4 | $935K | Sell |
2,219
-108
| -5% | -$45.5K | 0.19% | 45 |
|
|
2024
Q3 | $1M | Buy |
2,327
+291
| +14% | +$125K | 0.2% | 46 |
|
|
2024
Q2 | $910K | Buy |
2,036
+23
| +1% | +$10.3K | 0.2% | 48 |
|
|
2024
Q1 | $847K | Buy |
2,013
+400
| +25% | +$168K | 0.19% | 51 |
|
|
2023
Q4 | $607K | Buy |
1,613
+75
| +5% | +$28.2K | 0.14% | 55 |
|
|
2023
Q3 | $486K | Buy |
1,538
+149
| +11% | +$47.1K | 0.13% | 59 |
|
|
2023
Q2 | $473K | Buy |
1,389
+83
| +6% | +$28.3K | 0.12% | 60 |
|
|
2023
Q1 | $377K | Hold |
1,306
| – | – | 0.1% | 66 |
|
|
2022
Q4 | $313K | Hold |
1,306
| – | – | 0.09% | 71 |
|
|
2022
Q3 | $315K | Sell |
1,306
-10
| -0.8% | -$2.41K | 0.09% | 71 |
|
|
2022
Q2 | $348K | Hold |
1,316
| – | – | 0.11% | 68 |
|
|
2022
Q1 | $361K | Hold |
1,316
| – | – | 0.11% | 62 |
|
|
2021
Q4 | $388K | Hold |
1,316
| – | – | 0.12% | 59 |
|
|
2021
Q3 | $371K | Buy |
1,316
+21
| +2% | +$5.92K | 0.12% | 60 |
|
|
2021
Q2 | $351K | Buy |
+1,295
| New | +$351K | 0.11% | 64 |
|