Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in MICROSOFT CORP COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,638 | -42 | -0.7% | 0.87% | $2.7M | $482.52 |
| 2025 Q3 | ADDED | 5,680 | +705 | +14.2% | 1.01% | $2.9M | $515.81 |
| 2025 Q2 | ADDED | 4,975 | +172 | +3.6% | 0.94% | $2.5M | $494.54 |
| 2025 Q1 | ADDED | 4,803 | +358 | +8.1% | 0.73% | $1.8M | $372.54 |
| 2024 Q4 | ADDED | 4,445 | +2 | +0.0% | 0.76% | $1.9M | $417.46 |
| 2024 Q3 | ADDED | 4,443 | +1,012 | +29.5% | 0.77% | $1.9M | $425.32 |
| 2024 Q2 | REDUCED | 3,431 | -512 | -13.0% | 0.74% | $1.5M | $440.99 |
| 2024 Q1 | ADDED | 3,943 | +115 | +3.0% | 0.81% | $1.7M | $414.36 |
| 2023 Q4 | ADDED | 3,828 | +122 | +3.3% | 0.73% | $1.2M | $369.67 |
| 2023 Q2 | UNCHANGED | 3,706 | — | 0% | 0.75% | $1.3M | $333.39 |
As of 2025 Q4 — sorted by position size