Phillips Wealth Planners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
6,493
-180
| -3% | -$89.4K | 2.92% | 2 |
|
|
2025
Q1 | $2.59M | Buy |
6,673
+172
| +3% | +$66.8K | 2.74% | 2 |
|
|
2024
Q4 | $2.72M | Buy |
6,501
+28
| +0.4% | +$11.7K | 2.72% | 3 |
|
|
2024
Q3 | $2.69M | Buy |
6,473
+320
| +5% | +$133K | 2.58% | 2 |
|
|
2024
Q2 | $2.87M | Sell |
6,153
-31
| -0.5% | -$14.5K | 3.02% | 2 |
|
|
2024
Q1 | $2.56M | Sell |
6,184
-38
| -0.6% | -$15.8K | 2.95% | 2 |
|
|
2023
Q4 | $2.45M | Sell |
6,222
-393
| -6% | -$155K | 2.95% | 3 |
|
|
2023
Q3 | $2.19M | Buy |
6,615
+16
| +0.2% | +$5.3K | 2.97% | 2 |
|
|
2023
Q2 | $2.25M | Sell |
6,599
-668
| -9% | -$227K | 2.95% | 2 |
|
|
2023
Q1 | $2.22M | Sell |
7,267
-21
| -0.3% | -$6.42K | 2.94% | 2 |
|
|
2022
Q4 | $1.98M | Buy |
+7,288
| New | +$1.98M | 3.45% | 2 |
|