Spectrum Planning & Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
6,196
+1,457
| +31% | +$725K | 1.99% | 15 |
|
|
2025
Q1 | $1.78M | Buy |
4,739
+3
| +0.1% | +$1.13K | 1.48% | 20 |
|
|
2024
Q4 | $2M | Buy |
4,736
+3
| +0.1% | +$1.26K | 1.73% | 15 |
|
|
2024
Q3 | $2.04M | Buy |
4,733
+33
| +0.7% | +$14.2K | 1.96% | 14 |
|
|
2024
Q2 | $2.13M | Buy |
+4,700
| New | +$2.13M | 2.05% | 14 |
|
|
2023
Q4 | $1.65M | Buy |
4,381
+2
| +0% | +$752 | 2.33% | 9 |
|
|
2023
Q3 | $1.38M | Buy |
4,379
+300
| +7% | +$94.7K | 2.18% | 11 |
|
|
2023
Q2 | $1.38M | Buy |
4,079
+1
| +0% | +$338 | 2.06% | 11 |
|
|
2023
Q1 | $1.18M | Sell |
4,078
-698
| -15% | -$201K | 1.91% | 12 |
|
|
2022
Q4 | $1.15M | Buy |
4,776
+666
| +16% | +$160K | 1.56% | 14 |
|
|
2022
Q3 | $957K | Hold |
4,110
| – | – | 0.97% | 21 |
|
|
2022
Q2 | $1.06M | Buy |
4,110
+1
| +0% | +$257 | 1.1% | 19 |
|
|
2022
Q1 | $1.27M | Buy |
4,109
+225
| +6% | +$69.4K | 1.16% | 22 |
|
|
2021
Q4 | $1.31M | Sell |
3,884
-92
| -2% | -$30.9K | 1.19% | 23 |
|
|
2021
Q3 | $1.12M | Buy |
3,976
+1
| +0% | +$282 | 1.1% | 23 |
|
|
2021
Q2 | $1.08M | Hold |
3,975
| – | – | 1.04% | 26 |
|
|
2021
Q1 | $937K | Buy |
3,975
+1
| +0% | +$236 | 0.96% | 25 |
|
|
2020
Q4 | $884K | Buy |
+3,974
| New | +$884K | 0.95% | 25 |
|