Sterling Financial Planning’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 | $1.77M | Sell |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.38M | Sell |
|
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|
2024
Q4 | $1.57M | Buy |
|
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|
2024
Q3 | $1.47M | Buy |
|
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|
2024
Q2 | $1.48M | Hold |
|
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|
2024
Q1 | $1.39M | Sell |
|
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|
2023
Q4 | $1.27M | Buy |
|
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|
2023
Q3 | $746K | Sell |
|
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|
2023
Q2 | $832K | Sell |
|
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|
2023
Q1 | $746K | Sell |
|
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|
2022
Q4 | $629K | Sell |
|
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|
2022
Q3 | $654K | Sell |
|
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|
2022
Q2 | $726K | Sell |
|
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|
2022
Q1 | $894K | Buy |
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|
2021
Q4 | $730K | Sell |
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|
2021
Q3 | $616K | Buy |
|
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|
2021
Q2 | $442K | Sell |
|
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $382K | Buy |
|