Total Wealth 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 | $772K | Buy |
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|
2025
Q2 | $591K | Buy |
|
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|
2025
Q1 | $416K | Sell |
|
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|
2024
Q4 | $487K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $270K | Sell |
|
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|
2021
Q2 | $265K | Buy |
|
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|
2021
Q1 | $212K | Sell |
|
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|
2020
Q4 | $316K | Buy |
|
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|
2020
Q3 | $297K | Buy |
|
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|
2020
Q2 | $287K | Buy |
|
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|
2020
Q1 | $222K | Buy |
|