Planned Solutions’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.26M | Hold |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $876K | Sell |
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|
2022
Q3 | $863K | Hold |
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|
2022
Q2 | $952K | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q2 | $951K | Hold |
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|
2021
Q1 | $828K | Buy |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $452K | Buy |
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