PRI
Prepared Retirement Institute’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
5,381
+130
| +2% | +$64.7K | 1.58% | 16 |
|
|
2025
Q1 | $1.97M | Sell |
5,251
-399
| -7% | -$150K | 1.26% | 17 |
|
|
2024
Q4 | $2.38M | Sell |
5,650
-539
| -9% | -$227K | 1.36% | 16 |
|
|
2024
Q3 | $2.66M | Buy |
6,189
+31
| +0.5% | +$13.3K | 1.61% | 15 |
|
|
2024
Q2 | $2.75M | Buy |
6,158
+358
| +6% | +$160K | 1.82% | 13 |
|
|
2024
Q1 | $2.44M | Sell |
5,800
-1,208
| -17% | -$508K | 1.82% | 12 |
|
|
2023
Q4 | $2.64M | Buy |
+7,008
| New | +$2.64M | 1.97% | 12 |
|