Sequent Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
5,870
+349
| +6% | +$174K | 0.93% | 23 |
|
|
2025
Q1 | $2.07M | Buy |
5,521
+555
| +11% | +$208K | 0.75% | 27 |
|
|
2024
Q4 | $2.09M | Sell |
4,966
-75
| -1% | -$31.6K | 0.77% | 28 |
|
|
2024
Q3 | $2.17M | Buy |
5,041
+348
| +7% | +$150K | 0.75% | 26 |
|
|
2024
Q2 | $2.14M | Sell |
4,693
-239
| -5% | -$109K | 0.73% | 26 |
|
|
2024
Q1 | $2.08M | Buy |
+4,932
| New | +$2.08M | 0.75% | 24 |
|