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Total Wealth Planning & Management’s Microsoft MSFT Stock Holding History

Total Wealth Planning & Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.26M Sell
6,559
-30
-0.5% -$14.9K 2.64% 1
2025
Q1 		$2.47M Sell
6,589
-46
-0.7% -$17.3K 2.35% 3
2024
Q4 		$2.8M Buy
+6,635
New +$2.8M 2.54% 3