SFPG
Stonebridge Financial Planning Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
5,380
-336
| -6% | -$167K | 1.12% | 23 |
|
|
2025
Q1 | $2.15M | Sell |
5,716
-25
| -0.4% | -$9.38K | 0.98% | 31 |
|
|
2024
Q4 | $2.42M | Buy |
5,741
+469
| +9% | +$198K | 1.08% | 24 |
|
|
2024
Q3 | $2.27M | Sell |
5,272
-55
| -1% | -$23.7K | 1.08% | 24 |
|
|
2024
Q2 | $2.38M | Buy |
5,327
+762
| +17% | +$341K | 1.2% | 21 |
|
|
2024
Q1 | $1.92M | Buy |
4,565
+791
| +21% | +$333K | 1.02% | 28 |
|
|
2023
Q4 | $1.42M | Buy |
3,774
+874
| +30% | +$329K | 0.82% | 36 |
|
|
2023
Q3 | $916K | Buy |
2,900
+458
| +19% | +$145K | 0.59% | 52 |
|
|
2023
Q2 | $832K | Buy |
2,442
+793
| +48% | +$270K | 0.51% | 55 |
|
|
2023
Q1 | $475K | Sell |
1,649
-201
| -11% | -$57.9K | 0.31% | 82 |
|
|
2022
Q4 | $444K | Buy |
1,850
+1
| +0.1% | +$240 | 0.3% | 87 |
|
|
2022
Q3 | $431K | Buy |
1,849
+582
| +46% | +$136K | 0.3% | 82 |
|
|
2022
Q2 | $325K | Sell |
1,267
-80
| -6% | -$20.5K | 0.22% | 92 |
|
|
2022
Q1 | $415K | Buy |
1,347
+30
| +2% | +$9.24K | 0.23% | 80 |
|
|
2021
Q4 | $406K | Hold |
1,317
| – | – | 0.21% | 81 |
|
|
2021
Q3 | $440K | Hold |
1,317
| – | – | 0.22% | 80 |
|
|
2021
Q2 | $365K | Sell |
1,317
-9
| -0.7% | -$2.49K | 0.19% | 88 |
|
|
2021
Q1 | $339K | Hold |
1,326
| – | – | 0.2% | 80 |
|
|
2020
Q4 | $295K | Buy |
1,326
+1
| +0.1% | +$222 | 0.19% | 81 |
|
|
2020
Q3 | $291K | Sell |
1,325
-211
| -14% | -$46.3K | 0.21% | 74 |
|
|
2020
Q2 | $317K | Buy |
1,536
+81
| +6% | +$16.7K | 0.27% | 67 |
|
|
2020
Q1 | $240K | Buy |
1,455
+126
| +9% | +$20.8K | 0.24% | 73 |
|
|
2019
Q4 | $210K | Buy |
+1,329
| New | +$210K | 0.19% | 85 |
|