JPLA
Joseph P. Lucia & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
2,771
+456
| +20% | +$227K | 0.56% | 52 |
|
|
2025
Q1 | $869K | Sell |
2,315
-294
| -11% | -$110K | 0.4% | 68 |
|
|
2024
Q4 | $1.1M | Buy |
2,609
+4
| +0.2% | +$1.69K | 0.49% | 57 |
|
|
2024
Q3 | $1.12M | Buy |
2,605
+176
| +7% | +$75.7K | 0.52% | 56 |
|
|
2024
Q2 | $1.09M | Buy |
2,429
+181
| +8% | +$80.9K | 0.56% | 53 |
|
|
2024
Q1 | $946K | Buy |
2,248
+145
| +7% | +$61K | 0.51% | 59 |
|
|
2023
Q4 | $791K | Buy |
2,103
+77
| +4% | +$29K | 0.49% | 57 |
|
|
2023
Q3 | $640K | Buy |
2,026
+135
| +7% | +$42.6K | 0.45% | 59 |
|
|
2023
Q2 | $644K | Buy |
1,891
+1
| +0.1% | +$341 | 0.43% | 59 |
|
|
2023
Q1 | $545K | Sell |
1,890
-6
| -0.3% | -$1.73K | 0.38% | 66 |
|
|
2022
Q4 | $455K | Sell |
1,896
-9
| -0.5% | -$2.16K | 0.34% | 72 |
|
|
2022
Q3 | $444K | Buy |
1,905
+390
| +26% | +$90.9K | 0.35% | 69 |
|
|
2022
Q2 | $389K | Buy |
1,515
+184
| +14% | +$47.2K | 0.27% | 69 |
|
|
2022
Q1 | $411K | Buy |
1,331
+186
| +16% | +$57.4K | 0.25% | 76 |
|
|
2021
Q4 | $385K | Sell |
1,145
-192
| -14% | -$64.6K | 0.24% | 85 |
|
|
2021
Q3 | $377K | Sell |
1,337
-9
| -0.7% | -$2.54K | 0.22% | 91 |
|
|
2021
Q2 | $365K | Buy |
1,346
+200
| +17% | +$54.2K | 0.22% | 95 |
|
|
2021
Q1 | $270K | Buy |
1,146
+70
| +7% | +$16.5K | 0.12% | 103 |
|
|
2020
Q4 | $239K | Sell |
1,076
-4
| -0.4% | -$888 | 0.17% | 94 |
|
|
2020
Q3 | $227K | Buy |
1,080
+92
| +9% | +$19.3K | 0.21% | 83 |
|
|
2020
Q2 | $201K | Sell |
988
-259
| -21% | -$52.7K | 0.18% | 87 |
|
|
2020
Q1 | $197K | Buy |
1,247
+391
| +46% | +$61.8K | 0.22% | 83 |
|
|
2019
Q4 | $135K | Sell |
856
-23
| -3% | -$3.63K | 0.12% | 117 |
|
|
2019
Q3 | $122K | Buy |
879
+67
| +8% | +$9.3K | 0.13% | 115 |
|
|
2019
Q2 | $109K | Sell |
812
-82,858
| -99% | -$11.1M | 0.11% | 117 |
|
|
2019
Q1 | $697 | Buy |
+83,670
| New | +$697 | 0.05% | 143 |
|