PDS 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 | $27.5M | Buy |
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|
2025
Q2 | $26.1M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $17.2M | Buy |
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|
2024
Q2 | $17.7M | Buy |
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|
2024
Q1 | $16.5M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $12.8M | Buy |
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|
2023
Q1 | $9.85M | Buy |
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|
2022
Q4 | $5.93M | Buy |
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|
2022
Q3 | $5.66M | Sell |
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|
2022
Q2 | $6.65M | Buy |
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|
2022
Q1 | $6.95M | Buy |
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|
2021
Q4 | $5.17M | Buy |
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|
2021
Q3 | $4.16M | Buy |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.87M | Buy |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $2.31M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $930K | Buy |
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|
2019
Q1 | $652K | Sell |
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|
2018
Q4 | $595K | Buy |
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|
2018
Q3 | $665K | Buy |
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|
2018
Q2 | $525K | Buy |
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|
2018
Q1 | $477K | Sell |
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|
2017
Q4 | $451K | Buy |
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