MICROSOFT CORP

Ticker: MSFT CUSIP: 594918104 Class: Common Stock

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,506 Value ($000) $3,334 Avg Close $500.58 Range $464.89 - $552.69
Q3 2025
Shares 6,977 Value ($000) $3,688 Avg Close $508.71 Range $486.99 - $553.50
Q2 2025
Shares 6,493 Value ($000) $3,225 Avg Close $432.38 Range $342.95 - $499.00
Q1 2025
Shares 6,673 Value ($000) $2,592 Avg Close $405.08 Range $365.28 - $445.10
Q4 2024
Shares 6,501 Value ($000) $2,724 Avg Close $422.35 Range $401.80 - $452.82
Q3 2024
Shares 6,473 Value ($000) $2,694 Avg Close $423.10 Range $381.30 - $463.16
Q2 2024
Shares 6,153 Value ($000) $2,869 Avg Close $417.26 Range $383.04 - $451.11
Q1 2024
Shares 6,184 Value ($000) $2,564 Avg Close $399.26 Range $361.12 - $425.28
Q4 2023
Shares 6,222 Value ($000) $2,451 Avg Close $350.36 Range $306.02 - $378.65
Q3 2023
Shares 6,615 Value ($000) $2,192 Avg Close $324.59 Range $304.29 - $359.90
Q2 2023
Shares 6,599 Value ($000) $2,247 Avg Close $307.21 Range $269.61 - $344.87
Q1 2023
Shares 7,267 Value ($000) $2,221 Avg Close $249.46 Range $214.23 - $283.22
Q4 2022
Shares 7,288 Value ($000) $1,977 Avg Close $234.05 Range $207.86 - $257.76