Planning Alternatives’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 | $3.78M | Sell |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $991K | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.68M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.14M | Hold |
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|
2018
Q4 | $983K | Hold |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $949K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $903K | Sell |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $790K | Sell |
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|
2016
Q4 | $755K | Sell |
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|
2016
Q3 | $717K | Sell |
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|
2016
Q2 | $652K | Sell |
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|
2016
Q1 | $712K | Hold |
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|
2015
Q4 | $715K | Buy |
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|
2015
Q3 | $556K | Hold |
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|
2015
Q2 | $555K | Sell |
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|
2015
Q1 | $639K | Sell |
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|
2014
Q4 | $736K | Buy |
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|
2014
Q3 | $630K | Buy |
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|
2014
Q2 | $525K | Buy |
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|
2014
Q1 | $516K | Hold |
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|
2013
Q4 | $471K | Sell |
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|
2013
Q3 | $429K | Sell |
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|
2013
Q2 | $449K | Buy |
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