Planning Alternatives’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
7,604
-117
| -2% | -$58.2K | 0.53% | 17 |
|
|
2025
Q1 | $2.9M | Buy |
7,721
+2,603
| +51% | +$977K | 0.44% | 18 |
|
|
2024
Q4 | $2.16M | Sell |
5,118
-335
| -6% | -$141K | 0.33% | 18 |
|
|
2024
Q3 | $2.35M | Buy |
5,453
+159
| +3% | +$68.4K | 0.36% | 19 |
|
|
2024
Q2 | $2.37M | Sell |
5,294
-25
| -0.5% | -$11.2K | 0.38% | 20 |
|
|
2024
Q1 | $2.24M | Buy |
5,319
+224
| +4% | +$94.2K | 0.37% | 19 |
|
|
2023
Q4 | $1.92M | Buy |
5,095
+54
| +1% | +$20.3K | 0.34% | 20 |
|
|
2023
Q3 | $1.59M | Buy |
5,041
+200
| +4% | +$63.2K | 0.31% | 21 |
|
|
2023
Q2 | $1.65M | Sell |
4,841
-410
| -8% | -$140K | 0.3% | 20 |
|
|
2023
Q1 | $1.51M | Buy |
5,251
+971
| +23% | +$280K | 0.29% | 20 |
|
|
2022
Q4 | $1.03M | Buy |
4,280
+23
| +0.5% | +$5.52K | 0.19% | 23 |
|
|
2022
Q3 | $991K | Sell |
4,257
-481
| -10% | -$112K | 0.21% | 20 |
|
|
2022
Q2 | $1.22M | Sell |
4,738
-15
| -0.3% | -$3.85K | 0.23% | 20 |
|
|
2022
Q1 | $1.47M | Sell |
4,753
-243
| -5% | -$74.9K | 0.23% | 21 |
|
|
2021
Q4 | $1.68M | Sell |
4,996
-427
| -8% | -$144K | 0.26% | 19 |
|
|
2021
Q3 | $1.53M | Buy |
5,423
+17
| +0.3% | +$4.79K | 0.25% | 19 |
|
|
2021
Q2 | $1.46M | Buy |
5,406
+64
| +1% | +$17.3K | 0.24% | 19 |
|
|
2021
Q1 | $1.26M | Sell |
5,342
-500
| -9% | -$118K | 0.21% | 24 |
|
|
2020
Q4 | $1.3M | Sell |
5,842
-235
| -4% | -$52.3K | 0.23% | 23 |
|
|
2020
Q3 | $1.28M | Sell |
6,077
-245
| -4% | -$51.5K | 0.24% | 26 |
|
|
2020
Q2 | $1.29M | Sell |
6,322
-1,160
| -16% | -$236K | 0.26% | 26 |
|
|
2020
Q1 | $1.18M | Sell |
7,482
-475
| -6% | -$74.9K | 0.27% | 26 |
|
|
2019
Q4 | $1.26M | Sell |
7,957
-408
| -5% | -$64.4K | 0.22% | 28 |
|
|
2019
Q3 | $1.16M | Buy |
8,365
+39
| +0.5% | +$5.42K | 0.21% | 29 |
|
|
2019
Q2 | $1.12M | Sell |
8,326
-1,350
| -14% | -$181K | 0.2% | 29 |
|
|
2019
Q1 | $1.14M | Hold |
9,676
| – | – | 0.21% | 30 |
|
|
2018
Q4 | $983K | Hold |
9,676
| – | – | 0.21% | 29 |
|
|
2018
Q3 | $1.11M | Buy |
9,676
+55
| +0.6% | +$6.29K | 0.19% | 31 |
|
|
2018
Q2 | $949K | Buy |
+9,621
| New | +$949K | 0.17% | 31 |
|
|
2018
Q1 | – | Sell |
-10,561
| Closed | -$903K | – | 50 |
|
|
2017
Q4 | $903K | Sell |
10,561
-3,947
| -27% | -$337K | 0.16% | 30 |
|
|
2017
Q3 | $1.08M | Sell |
14,508
-952
| -6% | -$70.9K | 0.2% | 30 |
|
|
2017
Q2 | $1.07M | Buy |
15,460
+3,465
| +29% | +$239K | 0.2% | 30 |
|
|
2017
Q1 | $790K | Sell |
11,995
-150
| -1% | -$9.88K | 0.15% | 32 |
|
|
2016
Q4 | $755K | Sell |
12,145
-300
| -2% | -$18.7K | 0.16% | 31 |
|
|
2016
Q3 | $717K | Sell |
12,445
-300
| -2% | -$17.3K | 0.15% | 32 |
|
|
2016
Q2 | $652K | Sell |
12,745
-150
| -1% | -$7.67K | 0.14% | 34 |
|
|
2016
Q1 | $712K | Hold |
12,895
| – | – | 0.16% | 33 |
|
|
2015
Q4 | $715K | Buy |
12,895
+331
| +3% | +$18.4K | 0.17% | 32 |
|
|
2015
Q3 | $556K | Hold |
12,564
| – | – | 0.14% | 34 |
|
|
2015
Q2 | $555K | Sell |
12,564
-3,150
| -20% | -$139K | 0.12% | 33 |
|
|
2015
Q1 | $639K | Sell |
15,714
-130
| -0.8% | -$5.29K | 0.15% | 29 |
|
|
2014
Q4 | $736K | Buy |
15,844
+2,252
| +17% | +$105K | 0.16% | 31 |
|
|
2014
Q3 | $630K | Buy |
13,592
+1,000
| +8% | +$46.4K | 0.15% | 32 |
|
|
2014
Q2 | $525K | Buy |
12,592
+15
| +0.1% | +$625 | 0.13% | 35 |
|
|
2014
Q1 | $516K | Hold |
12,577
| – | – | 0.15% | 32 |
|
|
2013
Q4 | $471K | Sell |
12,577
-310
| -2% | -$11.6K | 0.14% | 28 |
|
|
2013
Q3 | $429K | Sell |
12,887
-100
| -0.8% | -$3.33K | 0.2% | 16 |
|
|
2013
Q2 | $449K | Buy |
+12,987
| New | +$449K | 0.26% | 16 |
|