Retirement Planning Group (New York)’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
2,415
+916
+61% +$456K 1.06% 26
2025
Q1
$563K Buy
1,499
+229
+18% +$85.9K 0.57% 36
2024
Q4
$535K Buy
+1,270
New +$535K 0.59% 32