Waller Financial Planning Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
1,461
-362
| -20% | -$180K | 0.18% | 45 |
|
|
2025
Q1 | $684K | Buy |
1,823
+347
| +24% | +$130K | 0.19% | 44 |
|
|
2024
Q4 | $622K | Buy |
1,476
+1
| +0.1% | +$421 | 0.16% | 45 |
|
|
2024
Q3 | $635K | Buy |
1,475
+155
| +12% | +$66.7K | 0.16% | 44 |
|
|
2024
Q2 | $590K | Buy |
1,320
+30
| +2% | +$13.4K | 0.16% | 44 |
|
|
2024
Q1 | $543K | Buy |
1,290
+165
| +15% | +$69.4K | 0.14% | 43 |
|
|
2023
Q4 | $423K | Buy |
1,125
+57
| +5% | +$21.4K | 0.11% | 45 |
|
|
2023
Q3 | $337K | Sell |
1,068
-29
| -3% | -$9.16K | 0.1% | 46 |
|
|
2023
Q2 | $374K | Sell |
1,097
-68
| -6% | -$23.2K | 0.1% | 45 |
|
|
2023
Q1 | $336K | Hold |
1,165
| – | – | 0.1% | 46 |
|
|
2022
Q4 | $279K | Hold |
1,165
| – | – | 0.08% | 44 |
|
|
2022
Q3 | $271K | Buy |
1,165
+38
| +3% | +$8.84K | 0.08% | 44 |
|
|
2022
Q2 | $289K | Buy |
1,127
+20
| +2% | +$5.13K | 0.08% | 44 |
|
|
2022
Q1 | $341K | Buy |
1,107
+20
| +2% | +$6.16K | 0.09% | 37 |
|
|
2021
Q4 | $366K | Hold |
1,087
| – | – | 0.09% | 37 |
|
|
2021
Q3 | $306K | Buy |
1,087
+164
| +18% | +$46.2K | 0.08% | 42 |
|
|
2021
Q2 | $250K | Hold |
923
| – | – | 0.07% | 45 |
|
|
2021
Q1 | $218K | Hold |
923
| – | – | 0.06% | 44 |
|
|
2020
Q4 | $205K | Sell |
923
-272
| -23% | -$60.4K | 0.06% | 45 |
|
|
2020
Q3 | $251K | Buy |
1,195
+15
| +1% | +$3.15K | 0.09% | 44 |
|
|
2020
Q2 | $240K | Sell |
1,180
-260
| -18% | -$52.9K | 0.09% | 46 |
|
|
2020
Q1 | $227K | Buy |
+1,440
| New | +$227K | 0.12% | 43 |
|