XY Planning Network’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$872K	Buy	1,754 +1,045	+147%	+$520K	0.3%	76
2025 Q1	$266K	Sell	709 -2,666	-79%	-$1M	0.18%	86
2024 Q4	$1.42M	Buy	+3,375	New	+$1.42M	1.07%	32