PCI
Planning Center Inc’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Sell |
4,265
-24
| -0.6% | -$11.9K | 0.23% | 23 |
|
2025
Q1 | $1.61M | Buy |
4,289
+249
| +6% | +$93.5K | 0.19% | 25 |
|
2024
Q4 | $1.7M | Sell |
4,040
-364
| -8% | -$153K | 0.22% | 24 |
|
2024
Q3 | $1.89M | Buy |
4,404
+18
| +0.4% | +$7.75K | 0.23% | 23 |
|
2024
Q2 | $1.96M | Sell |
4,386
-95
| -2% | -$42.5K | 0.26% | 22 |
|
2024
Q1 | $1.89M | Buy |
4,481
+98
| +2% | +$41.2K | 0.41% | 20 |
|
2023
Q4 | $1.65M | Buy |
4,383
+145
| +3% | +$54.5K | 0.38% | 21 |
|
2023
Q3 | $1.34M | Sell |
4,238
-611
| -13% | -$193K | 0.35% | 22 |
|
2023
Q2 | $1.65M | Buy |
4,849
+950
| +24% | +$323K | 0.42% | 20 |
|
2023
Q1 | $1.13M | Sell |
3,899
-51
| -1% | -$14.8K | 0.31% | 22 |
|
2022
Q4 | $947K | Buy |
3,950
+1,501
| +61% | +$360K | 0.29% | 23 |
|
2022
Q3 | $552K | Sell |
2,449
-103
| -4% | -$23.2K | 0.44% | 18 |
|
2022
Q2 | $679K | Buy |
2,552
+97
| +4% | +$25.8K | 0.54% | 17 |
|
2022
Q1 | $757K | Buy |
2,455
+190
| +8% | +$58.6K | 2.18% | 12 |
|
2021
Q4 | $710K | Buy |
+2,265
| New | +$710K | 0.57% | 17 |
|