Wrenne 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 | $1.18M | Buy |
2,366
+24
| +1% | +$11.9K | 0.55% | 21 |
|
|
2025
Q1 | $879K | Buy |
2,342
+91
| +4% | +$34.2K | 0.47% | 23 |
|
|
2024
Q4 | $949K | Hold |
2,251
| – | – | 0.54% | 21 |
|
|
2024
Q3 | $969K | Hold |
2,251
| – | – | 0.58% | 21 |
|
|
2024
Q2 | $1.01M | Sell |
2,251
-315
| -12% | -$141K | 0.69% | 20 |
|
|
2024
Q1 | $1.08M | Sell |
2,566
-83,962
| -97% | -$35.3M | 0.8% | 19 |
|
|
2023
Q4 | $5.34M | Buy |
+86,528
| New | +$5.34M | 4.54% | 8 |
|