LWM
Laidlaw Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
6,511
-1,090
| -14% | -$542K | 9.33% | 2 |
|
|
2025
Q1 | $2.85M | Sell |
7,601
-9,621
| -56% | -$3.61M | 8.41% | 2 |
|
|
2024
Q4 | $7.26M | Buy |
17,222
+176
| +1% | +$74.2K | 3.16% | 4 |
|
|
2024
Q3 | $7.33M | Sell |
17,046
-231
| -1% | -$99.4K | 3.63% | 3 |
|
|
2024
Q2 | $7.72M | Sell |
17,277
-452
| -3% | -$202K | 4.24% | 1 |
|
|
2024
Q1 | $7.46M | Sell |
17,729
-17,669
| -50% | -$7.43M | 4.16% | 1 |
|
|
2023
Q4 | $13.3M | Buy |
35,398
+1,166
| +3% | +$438K | 4.84% | 2 |
|
|
2023
Q3 | $10.8M | Sell |
34,232
-24,602
| -42% | -$7.77M | 3.57% | 2 |
|
|
2023
Q2 | $20M | Buy |
58,834
+1,478
| +3% | +$503K | 3.92% | 3 |
|
|
2023
Q1 | $16.5M | Sell |
57,356
-684
| -1% | -$197K | 3.38% | 3 |
|
|
2022
Q4 | $13.9M | Buy |
58,040
+2,759
| +5% | +$662K | 2.99% | 3 |
|
|
2022
Q3 | $12.9M | Sell |
55,281
-1,604
| -3% | -$374K | 3.01% | 3 |
|
|
2022
Q2 | $14.6M | Sell |
56,885
-1,315
| -2% | -$338K | 2.98% | 3 |
|
|
2022
Q1 | $17.9M | Buy |
58,200
+1,226
| +2% | +$378K | 3% | 3 |
|
|
2021
Q4 | $19.2M | Sell |
56,974
-291
| -0.5% | -$97.9K | 3.06% | 3 |
|
|
2021
Q3 | $16.1M | Buy |
57,265
+3,876
| +7% | +$1.09M | 4.14% | 2 |
|
|
2021
Q2 | $14.5M | Buy |
+53,389
| New | +$14.5M | 3.73% | 2 |
|
|
2021
Q1 | – | Sell |
-53,923
| Closed | -$12M | – | 306 |
|
|
2020
Q4 | $12M | Buy |
53,923
+29,132
| +118% | +$6.48M | 2.53% | 3 |
|
|
2020
Q3 | $5.21M | Buy |
24,791
+558
| +2% | +$117K | 2.32% | 5 |
|
|
2020
Q2 | $4.93M | Buy |
24,233
+74
| +0.3% | +$15.1K | 2.58% | 5 |
|
|
2020
Q1 | $3.81M | Sell |
24,159
-4,322
| -15% | -$682K | 2.5% | 6 |
|
|
2019
Q4 | $4.49M | Buy |
+28,481
| New | +$4.49M | 2.84% | 3 |
|