PS
Planned Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
4,975
+172
| +4% | +$85.5K | 0.94% | 21 |
|
|
2025
Q1 | $1.8M | Buy |
4,803
+358
| +8% | +$134K | 0.73% | 23 |
|
|
2024
Q4 | $1.87M | Buy |
4,445
+2
| +0% | +$843 | 0.76% | 21 |
|
|
2024
Q3 | $1.91M | Buy |
4,443
+1,012
| +29% | +$435K | 0.77% | 19 |
|
|
2024
Q2 | $1.53M | Sell |
3,431
-512
| -13% | -$229K | 0.74% | 19 |
|
|
2024
Q1 | $1.66M | Buy |
3,943
+37
| +0.9% | +$15.6K | 0.81% | 19 |
|
|
2023
Q4 | $1.47M | Buy |
3,906
+78
| +2% | +$29.3K | 0.69% | 19 |
|
|
2023
Q3 | $1.21M | Buy |
3,828
+122
| +3% | +$38.5K | 0.73% | 20 |
|
|
2023
Q2 | $1.26M | Hold |
3,706
| – | – | 0.75% | 20 |
|
|
2023
Q1 | $1.07M | Buy |
3,706
+53
| +1% | +$15.3K | 0.68% | 22 |
|
|
2022
Q4 | $876K | Sell |
3,653
-53
| -1% | -$12.7K | 0.64% | 24 |
|
|
2022
Q3 | $863K | Hold |
3,706
| – | – | 0.72% | 22 |
|
|
2022
Q2 | $952K | Buy |
3,706
+128
| +4% | +$32.9K | 0.89% | 19 |
|
|
2022
Q1 | $1.1M | Buy |
3,578
+52
| +1% | +$16K | 0.77% | 19 |
|
|
2021
Q4 | $1.19M | Buy |
+3,526
| New | +$1.19M | 0.79% | 17 |
|
|
2021
Q2 | $951K | Hold |
3,512
| – | – | 0.66% | 18 |
|
|
2021
Q1 | $828K | Buy |
3,512
+1,161
| +49% | +$274K | 0.65% | 19 |
|
|
2020
Q4 | $523K | Buy |
2,351
+200
| +9% | +$44.5K | 0.42% | 24 |
|
|
2020
Q3 | $452K | Buy |
+2,151
| New | +$452K | 0.44% | 24 |
|