WealthPlan Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
42,056
+14,719
| +54% | +$7.32M | 1.52% | 9 |
|
|
2025
Q1 | $10.3M | Buy |
27,337
+2,765
| +11% | +$1.04M | 1.01% | 29 |
|
|
2024
Q4 | $10.4M | Buy |
24,572
+43
| +0.2% | +$18.1K | 1.02% | 26 |
|
|
2024
Q3 | $10.6M | Buy |
24,529
+2,682
| +12% | +$1.15M | 1.07% | 28 |
|
|
2024
Q2 | $9.76M | Buy |
21,847
+225
| +1% | +$101K | 1.48% | 17 |
|
|
2024
Q1 | $9.1M | Buy |
21,622
+95
| +0.4% | +$40K | 1.39% | 27 |
|
|
2023
Q4 | $8.09M | Buy |
21,527
+690
| +3% | +$259K | 1.3% | 28 |
|
|
2023
Q3 | $6.58M | Buy |
20,837
+5,890
| +39% | +$1.86M | 1.16% | 37 |
|
|
2023
Q2 | $5.09M | Sell |
14,947
-5,831
| -28% | -$1.99M | 1.52% | 18 |
|
|
2023
Q1 | $5.99M | Sell |
20,778
-19,244
| -48% | -$5.55M | 1.03% | 40 |
|
|
2022
Q4 | $10.9M | Sell |
40,022
-143
| -0.4% | -$38.8K | 0.76% | 48 |
|
|
2022
Q3 | $9.82M | Buy |
+40,165
| New | +$9.82M | 0.72% | 51 |
|
|
2022
Q1 | $11.4M | Buy |
+41,212
| New | +$11.4M | 0.79% | 47 |
|