Position
Plan A Wealth LLC in Microsoft Corp
Back to the book · All holders of MSFT
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$778.5K$483.61 → $370.20
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 7.03K | $3.4M | — | — | — | 1.7% |
| Q1 2026 | 6.86K | $2.54M | $370.20 | −$778.5K | −$78.8K | 1.2% |