KLI
Kelman-Lazarov Inc’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
3,393
+86
| +3% | +$42.8K | 0.27% | 38 |
|
|
2025
Q1 | $1.24M | Buy |
3,307
+285
| +9% | +$107K | 0.23% | 44 |
|
|
2024
Q4 | $1.27M | Buy |
3,022
+182
| +6% | +$76.7K | 0.23% | 46 |
|
|
2024
Q3 | $1.22M | Buy |
2,840
+30
| +1% | +$12.9K | 0.21% | 48 |
|
|
2024
Q2 | $1.26M | Sell |
2,810
-477
| -15% | -$213K | 0.23% | 46 |
|
|
2024
Q1 | $1.38M | Buy |
3,287
+61
| +2% | +$25.7K | 0.27% | 45 |
|
|
2023
Q4 | $1.21M | Sell |
3,226
-59
| -2% | -$22.2K | 0.26% | 44 |
|
|
2023
Q3 | $1.04M | Sell |
3,285
-7
| -0.2% | -$2.21K | 0.25% | 47 |
|
|
2023
Q2 | $1.12M | Buy |
3,292
+400
| +14% | +$136K | 0.27% | 45 |
|
|
2023
Q1 | $834K | Sell |
2,892
-54
| -2% | -$15.6K | 0.22% | 48 |
|
|
2022
Q4 | $707K | Buy |
2,946
+61
| +2% | +$14.6K | 0.2% | 49 |
|
|
2022
Q3 | $672K | Buy |
2,885
+440
| +18% | +$102K | 0.23% | 40 |
|
|
2022
Q2 | $628K | Hold |
2,445
| – | – | 0.21% | 42 |
|
|
2022
Q1 | $754K | Sell |
2,445
-65
| -3% | -$20K | 0.25% | 38 |
|
|
2021
Q4 | $844K | Hold |
2,510
| – | – | 0.27% | 36 |
|
|
2021
Q3 | $708K | Buy |
2,510
+65
| +3% | +$18.3K | 0.25% | 39 |
|
|
2021
Q2 | $662K | Sell |
2,445
-12
| -0.5% | -$3.25K | 0.23% | 42 |
|
|
2021
Q1 | $579K | Hold |
2,457
| – | – | 0.21% | 42 |
|
|
2020
Q4 | $546K | Buy |
2,457
+100
| +4% | +$22.2K | 0.21% | 42 |
|
|
2020
Q3 | $496K | Sell |
2,357
-12
| -0.5% | -$2.53K | 0.23% | 41 |
|
|
2020
Q2 | $482K | Hold |
2,369
| – | – | 0.22% | 40 |
|
|
2020
Q1 | $374K | Sell |
2,369
-23
| -1% | -$3.63K | 0.2% | 48 |
|
|
2019
Q4 | $377K | Hold |
2,392
| – | – | 0.17% | 63 |
|
|
2019
Q3 | $333K | Buy |
+2,392
| New | +$333K | 0.16% | 73 |
|
|
2018
Q1 | – | Sell |
-2,598
| Closed | -$222K | – | 116 |
|
|
2017
Q4 | $222K | Buy |
+2,598
| New | +$222K | 0.11% | 108 |
|
|
2017
Q1 | – | Sell |
-251
| Closed | -$15.6K | – | 196 |
|
|
2016
Q4 | $15.6K | Sell |
251
-140
| -36% | -$8.7K | 0.01% | 229 |
|
|
2016
Q3 | $22.4K | Hold |
391
| – | – | 0.01% | 243 |
|
|
2016
Q2 | $20K | Buy |
391
+310
| +383% | +$15.9K | 0.01% | 239 |
|
|
2016
Q1 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 306 |
|