Treasure Coast Financial 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 | $474K | Sell |
953
-18
| -2% | -$8.95K | 0.28% | 28 |
|
|
2025
Q1 | $365K | Hold |
971
| – | – | 0.23% | 29 |
|
|
2024
Q4 | $409K | Hold |
971
| – | – | 0.27% | 28 |
|
|
2024
Q3 | $418K | Sell |
971
-9
| -0.9% | -$3.87K | 0.26% | 26 |
|
|
2024
Q2 | $438K | Hold |
980
| – | – | 0.29% | 25 |
|
|
2024
Q1 | $412K | Sell |
980
-146
| -13% | -$61.4K | 0.27% | 25 |
|
|
2023
Q4 | $423K | Hold |
1,126
| – | – | 0.3% | 26 |
|
|
2023
Q3 | $356K | Hold |
1,126
| – | – | 0.25% | 26 |
|
|
2023
Q2 | $383K | Hold |
1,126
| – | – | 0.26% | 28 |
|
|
2023
Q1 | $325K | Buy |
1,126
+100
| +10% | +$28.8K | 0.23% | 29 |
|
|
2022
Q4 | $246K | Hold |
1,026
| – | – | 0.18% | 33 |
|
|
2022
Q3 | $239K | Hold |
1,026
| – | – | 0.19% | 27 |
|
|
2022
Q2 | $264K | Hold |
1,026
| – | – | 0.2% | 28 |
|
|
2022
Q1 | $316K | Hold |
1,026
| – | – | 0.24% | 27 |
|
|
2021
Q4 | $345K | Buy |
+1,026
| New | +$345K | 0.27% | 26 |
|