WealthPLAN Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Sell |
19,278
-1,864
| -9% | -$927K | 1.54% | 12 |
|
|
2025
Q1 | $7.94M | Buy |
21,142
+586
| +3% | +$220K | 1.12% | 20 |
|
|
2024
Q4 | $8.66M | Buy |
20,556
+730
| +4% | +$308K | 1.23% | 19 |
|
|
2024
Q3 | $8.53M | Sell |
19,826
-800
| -4% | -$344K | 1.15% | 19 |
|
|
2024
Q2 | $9.22M | Buy |
20,626
+524
| +3% | +$234K | 0.99% | 23 |
|
|
2024
Q1 | $8.46M | Sell |
20,102
-1,264
| -6% | -$532K | 0.88% | 24 |
|
|
2023
Q4 | $8.03M | Buy |
21,366
+825
| +4% | +$310K | 0.83% | 34 |
|
|
2023
Q3 | $6.49M | Buy |
20,541
+4,978
| +32% | +$1.57M | 0.75% | 42 |
|
|
2023
Q2 | $5.3M | Sell |
15,563
-3,997
| -20% | -$1.36M | 0.75% | 23 |
|
|
2023
Q1 | $5.64M | Sell |
19,560
-20,481
| -51% | -$5.9M | 0.64% | 49 |
|
|
2022
Q4 | $10.9M | Buy |
+40,041
| New | +$10.9M | 0.76% | 49 |
|
|
2022
Q1 | $11.4M | Sell |
41,212
-1,329
| -3% | -$369K | 0.79% | 47 |
|
|
2021
Q4 | $13.2M | Sell |
42,541
-389
| -0.9% | -$121K | 0.87% | 40 |
|
|
2021
Q3 | $14.4M | Buy |
42,930
+954
| +2% | +$320K | 0.96% | 34 |
|
|
2021
Q2 | $12M | Buy |
41,976
+75
| +0.2% | +$21.5K | 0.85% | 41 |
|
|
2021
Q1 | $10.4M | Sell |
41,901
-467
| -1% | -$116K | 0.81% | 46 |
|
|
2020
Q4 | $10.3M | Buy |
42,368
+4,331
| +11% | +$1.05M | 0.87% | 33 |
|
|
2020
Q3 | $8.2M | Buy |
38,037
+1,617
| +4% | +$348K | 0.8% | 38 |
|
|
2020
Q2 | $7.6M | Buy |
36,420
+1,663
| +5% | +$347K | 0.79% | 38 |
|
|
2020
Q1 | $6.28M | Buy |
34,757
+1,929
| +6% | +$348K | 0.81% | 39 |
|
|
2019
Q4 | $6.06M | Buy |
32,828
+2,107
| +7% | +$389K | 0.72% | 45 |
|
|
2019
Q3 | $4.53M | Buy |
30,721
+2,738
| +10% | +$403K | 0.62% | 52 |
|
|
2019
Q2 | $3.88M | Sell |
27,983
-2,152
| -7% | -$298K | 0.58% | 53 |
|
|
2019
Q1 | $3.8M | Buy |
30,135
+969
| +3% | +$122K | 0.59% | 50 |
|
|
2018
Q4 | $3.16M | Buy |
29,166
+1,339
| +5% | +$145K | 0.51% | 63 |
|
|
2018
Q3 | $2.83M | Buy |
27,827
+1,969
| +8% | +$200K | 0.52% | 56 |
|
|
2018
Q2 | $2.55M | Buy |
25,858
+382
| +1% | +$37.7K | 0.52% | 58 |
|
|
2018
Q1 | $2.33M | Buy |
25,476
+4,023
| +19% | +$367K | 0.51% | 54 |
|
|
2017
Q4 | $1.84M | Sell |
21,453
-350
| -2% | -$29.9K | 0.49% | 54 |
|
|
2017
Q3 | $1.62M | Buy |
21,803
+1,435
| +7% | +$107K | 0.46% | 52 |
|
|
2017
Q2 | $1.4M | Buy |
20,368
+17,393
| +585% | +$1.2M | 0.4% | 56 |
|
|
2017
Q1 | $195K | Buy |
+2,975
| New | +$195K | 0.68% | 30 |
|
|
2016
Q3 | $1.73M | Sell |
30,183
-21,223
| -41% | -$1.21M | 0.56% | 37 |
|
|
2016
Q2 | $1.57M | Buy |
+51,406
| New | +$1.57M | 0.2% | 87 |
|
|
2015
Q4 | $1.08M | Buy |
+57,851
| New | +$1.08M | 0.18% | 93 |
|
|
2015
Q2 | $458K | Sell |
10,367
-1,631
| -14% | -$72.1K | 0.2% | 64 |
|
|
2015
Q1 | $487K | Buy |
+11,998
| New | +$487K | 0.23% | 73 |
|