Spartan Planning & Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.8M Sell
2025
Q2
$7.54M Buy
2025
Q1
Sell
2024
Q4
$5.75M Buy
2023
Q4
$4.63M Buy
2023
Q3
$1.45M Buy
2022
Q2
Sell
2022
Q1
$3.15M Buy