Ownership history in Planning Center, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in MICROSOFT CORP (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 | 4,258 | -9 | -0.2% | 0.21% | $2.1M | $482.52 |
| 2025 Q3 | ADDED | 4,267 | +2 | +0.0% | 0.23% | $2.2M | $515.81 |
| 2025 Q2 | REDUCED | 4,265 | -24 | -0.6% | 0.23% | $2.1M | $494.54 |
| 2025 Q1 | ADDED | 4,289 | +249 | +6.2% | 0.19% | $1.6M | $372.54 |
| 2024 Q4 | REDUCED | 4,040 | -364 | -8.3% | 0.22% | $1.7M | $417.46 |
| 2024 Q3 | ADDED | 4,404 | +18 | +0.4% | 0.23% | $1.9M | $425.32 |
| 2024 Q2 | REDUCED | 4,386 | -95 | -2.1% | 0.26% | $2.0M | $440.99 |
| 2024 Q1 | ADDED | 4,481 | +98 | +2.2% | 0.41% | $1.9M | $414.36 |
| 2023 Q4 | ADDED | 4,383 | +145 | +3.4% | 0.38% | $1.6M | $369.67 |
| 2023 Q3 | REDUCED | 4,238 | -611 | -12.6% | 0.35% | $1.3M | $309.77 |
As of 2025 Q4 — sorted by position size