Strategic Planning Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5M | Buy |
49,323
+3,779
| +8% | +$1.88M | 3.98% | 4 |
|
|
2025
Q1 | $17.1M | Buy |
45,544
+5,952
| +15% | +$2.23M | 3.35% | 6 |
|
|
2024
Q4 | $16.7M | Buy |
39,592
+1,743
| +5% | +$735K | 3.07% | 8 |
|
|
2024
Q3 | $16.3M | Sell |
37,849
-3,275
| -8% | -$1.41M | 3.21% | 6 |
|
|
2024
Q2 | $18.4M | Buy |
41,124
+7,213
| +21% | +$3.22M | 4.02% | 4 |
|
|
2024
Q1 | $14.3M | Buy |
33,911
+8,230
| +32% | +$3.46M | 3.57% | 4 |
|
|
2023
Q4 | $9.66M | Buy |
+25,681
| New | +$9.66M | 3.2% | 4 |
|