Total Wealth 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 | $591K | Buy |
1,189
+81
| +7% | +$40.3K | 0.07% | 70 |
|
|
2025
Q1 | $416K | Sell |
1,108
-47
| -4% | -$17.6K | 0.06% | 69 |
|
|
2024
Q4 | $487K | Buy |
+1,155
| New | +$487K | 0.08% | 68 |
|
|
2021
Q4 | – | Sell |
-959
| Closed | -$270K | – | 42 |
|
|
2021
Q3 | $270K | Sell |
959
-18
| -2% | -$5.07K | 0.1% | 42 |
|
|
2021
Q2 | $265K | Buy |
977
+77
| +9% | +$20.9K | 0.1% | 41 |
|
|
2021
Q1 | $212K | Sell |
900
-519
| -37% | -$122K | 0.09% | 39 |
|
|
2020
Q4 | $316K | Buy |
1,419
+6
| +0.4% | +$1.34K | 0.15% | 37 |
|
|
2020
Q3 | $297K | Buy |
1,413
+2
| +0.1% | +$420 | 0.15% | 36 |
|
|
2020
Q2 | $287K | Buy |
1,411
+1
| +0.1% | +$203 | 0.16% | 33 |
|
|
2020
Q1 | $222K | Buy |
+1,410
| New | +$222K | 0.14% | 32 |
|