Retirement Planning Group (Kansas)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
27,656
+287
| +1% | +$143K | 0.59% | 24 |
|
|
2025
Q1 | $10.3M | Buy |
27,369
+3,908
| +17% | +$1.47M | 0.48% | 27 |
|
|
2024
Q4 | $9.89M | Buy |
23,461
+1,590
| +7% | +$670K | 0.5% | 26 |
|
|
2024
Q3 | $9.41M | Buy |
21,871
+3,543
| +19% | +$1.52M | 0.51% | 29 |
|
|
2024
Q2 | $8.19M | Buy |
18,328
+2,475
| +16% | +$1.11M | 0.52% | 26 |
|
|
2024
Q1 | $6.67M | Buy |
15,853
+6,268
| +65% | +$2.64M | 0.51% | 28 |
|
|
2023
Q4 | $3.6M | Buy |
9,585
+258
| +3% | +$97K | 0.32% | 34 |
|
|
2023
Q3 | $2.95M | Sell |
9,327
-8
| -0.1% | -$2.53K | 0.31% | 32 |
|
|
2023
Q2 | $3.18M | Buy |
9,335
+139
| +2% | +$47.3K | 0.32% | 31 |
|
|
2023
Q1 | $2.65M | Sell |
9,196
-890
| -9% | -$257K | 0.28% | 32 |
|
|
2022
Q4 | $2.42M | Sell |
10,086
-4
| -0% | -$959 | 0.28% | 36 |
|
|
2022
Q3 | $2.35M | Buy |
10,090
+4,913
| +95% | +$1.14M | 0.3% | 30 |
|
|
2022
Q2 | $1.33M | Buy |
5,177
+315
| +6% | +$80.9K | 0.16% | 43 |
|
|
2022
Q1 | $1.5M | Sell |
4,862
-86
| -2% | -$26.5K | 0.16% | 40 |
|
|
2021
Q4 | $1.66M | Buy |
4,948
+197
| +4% | +$66.3K | 0.16% | 34 |
|
|
2021
Q3 | $1.34M | Sell |
4,751
-236
| -5% | -$66.5K | 0.15% | 31 |
|
|
2021
Q2 | $1.35M | Buy |
4,987
+112
| +2% | +$30.3K | 0.16% | 37 |
|
|
2021
Q1 | $1.15M | Buy |
4,875
+47
| +1% | +$11.1K | 0.16% | 28 |
|
|
2020
Q4 | $1.07M | Sell |
4,828
-71
| -1% | -$15.8K | 0.16% | 30 |
|
|
2020
Q3 | $1.03M | Buy |
4,899
+81
| +2% | +$17K | 0.17% | 30 |
|
|
2020
Q2 | $981K | Buy |
4,818
+456
| +10% | +$92.8K | 0.18% | 31 |
|
|
2020
Q1 | $688K | Buy |
4,362
+219
| +5% | +$34.5K | 0.16% | 31 |
|
|
2019
Q4 | $653K | Sell |
4,143
-4,244
| -51% | -$669K | 0.13% | 39 |
|
|
2019
Q3 | $1.17M | Buy |
8,387
+6,001
| +252% | +$834K | 0.25% | 29 |
|
|
2019
Q2 | $320K | Buy |
2,386
+16
| +0.7% | +$2.15K | 0.07% | 52 |
|
|
2019
Q1 | $279K | Sell |
2,370
-54
| -2% | -$6.36K | 0.07% | 54 |
|
|
2018
Q4 | $246K | Buy |
2,424
+167
| +7% | +$16.9K | 0.07% | 59 |
|
|
2018
Q3 | $258K | Buy |
+2,257
| New | +$258K | 0.07% | 48 |
|
|
2013
Q4 | – | Sell |
-11,383
| Closed | -$379K | – | 79 |
|
|
2013
Q3 | $379K | Sell |
11,383
-233
| -2% | -$7.76K | 0.14% | 57 |
|
|
2013
Q2 | $401K | Buy |
+11,616
| New | +$401K | 0.17% | 55 |
|