Treasure Coast Financial 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
$494K Hold
2025
Q2
$474K Sell
2025
Q1
$365K Hold
2024
Q4
$409K Hold
2024
Q3
$418K Sell
2024
Q2
$438K Hold
2024
Q1
$412K Sell
2023
Q4
$423K Hold
2023
Q3
$356K Hold
2023
Q2
$383K Hold
2023
Q1
$325K Buy
2022
Q4
$246K Hold
2022
Q3
$239K Hold
2022
Q2
$264K Hold
2022
Q1
$316K Hold
2021
Q4
$345K Buy