Plan Group Financial’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 | $2.48M | Buy |
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|
2025
Q2 | $2.13M | Buy |
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|
2025
Q1 | $1.59M | Buy |
|
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|
2024
Q4 | $511K | Buy |
|
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|
2024
Q3 | $505K | Buy |
|
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $713K | Sell |
|
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $1.61M | Buy |
|
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|
2022
Q2 | $481K | Buy |
|