Plan Group Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
4,275
+33
| +0.8% | +$16.4K | 0.7% | 41 |
|
|
2025
Q1 | $1.59M | Buy |
4,242
+3,029
| +250% | +$1.14M | 0.57% | 47 |
|
|
2024
Q4 | $511K | Buy |
1,213
+39
| +3% | +$16.4K | 0.27% | 66 |
|
|
2024
Q3 | $505K | Buy |
1,174
+405
| +53% | +$174K | 0.27% | 66 |
|
|
2024
Q2 | $344K | Buy |
769
+157
| +26% | +$70.2K | 0.21% | 74 |
|
|
2024
Q1 | $258K | Sell |
612
-1,283
| -68% | -$540K | 0.17% | 79 |
|
|
2023
Q4 | $713K | Sell |
1,895
-586
| -24% | -$220K | 0.63% | 35 |
|
|
2023
Q3 | $783K | Sell |
2,481
-2,342
| -49% | -$739K | 0.56% | 30 |
|
|
2023
Q2 | $1.61M | Buy |
+4,823
| New | +$1.61M | 1.34% | 19 |
|
|
2022
Q2 | $481K | Buy |
+1,874
| New | +$481K | 0.83% | 30 |
|