Sterling Financial 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 | $1.79M | Sell |
3,596
-92
| -2% | -$45.8K | 0.6% | 41 |
|
|
2025
Q1 | $1.38M | Sell |
3,688
-26
| -0.7% | -$9.76K | 0.5% | 45 |
|
|
2024
Q4 | $1.57M | Buy |
3,714
+296
| +9% | +$125K | 0.58% | 41 |
|
|
2024
Q3 | $1.47M | Buy |
3,418
+106
| +3% | +$45.6K | 0.54% | 44 |
|
|
2024
Q2 | $1.48M | Hold |
3,312
| – | – | 0.6% | 41 |
|
|
2024
Q1 | $1.39M | Sell |
3,312
-60
| -2% | -$25.2K | 0.56% | 46 |
|
|
2023
Q4 | $1.27M | Buy |
3,372
+1,008
| +43% | +$379K | 0.55% | 49 |
|
|
2023
Q3 | $746K | Sell |
2,364
-80
| -3% | -$25.3K | 0.38% | 48 |
|
|
2023
Q2 | $832K | Sell |
2,444
-144
| -6% | -$49K | 0.41% | 47 |
|
|
2023
Q1 | $746K | Sell |
2,588
-34
| -1% | -$9.8K | 0.4% | 47 |
|
|
2022
Q4 | $629K | Sell |
2,622
-185
| -7% | -$44.4K | 0.38% | 49 |
|
|
2022
Q3 | $654K | Sell |
2,807
-20
| -0.7% | -$4.66K | 0.46% | 43 |
|
|
2022
Q2 | $726K | Sell |
2,827
-72
| -2% | -$18.5K | 0.51% | 39 |
|
|
2022
Q1 | $894K | Buy |
2,899
+730
| +34% | +$225K | 0.56% | 36 |
|
|
2021
Q4 | $730K | Sell |
2,169
-15
| -0.7% | -$5.05K | 0.46% | 41 |
|
|
2021
Q3 | $616K | Buy |
2,184
+551
| +34% | +$155K | 0.39% | 42 |
|
|
2021
Q2 | $442K | Sell |
1,633
-35
| -2% | -$9.47K | 0.29% | 51 |
|
|
2021
Q1 | $393K | Sell |
1,668
-50
| -3% | -$11.8K | 0.28% | 51 |
|
|
2020
Q4 | $382K | Buy |
+1,718
| New | +$382K | 0.31% | 47 |
|