LSPW
Lake Street Private Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
42,286
+533
| +1% | +$265K | 2.99% | 6 |
|
|
2025
Q1 | $15.7M | Buy |
41,753
+1,414
| +4% | +$531K | 2.55% | 6 |
|
|
2024
Q4 | $17M | Sell |
40,339
-1,200
| -3% | -$506K | 2.72% | 6 |
|
|
2024
Q3 | $17.9M | Sell |
41,539
-17,493
| -30% | -$7.53M | 2.86% | 6 |
|
|
2024
Q2 | $26.4M | Buy |
59,032
+1,635
| +3% | +$731K | 3.42% | 4 |
|
|
2024
Q1 | $24.1M | Buy |
57,397
+1,289
| +2% | +$542K | 3.33% | 4 |
|
|
2023
Q4 | $21.1M | Buy |
56,108
+2,636
| +5% | +$991K | 3.32% | 3 |
|
|
2023
Q3 | $16.8M | Buy |
53,472
+364
| +0.7% | +$114K | 3.02% | 3 |
|
|
2023
Q2 | $18.1M | Sell |
53,108
-445
| -0.8% | -$152K | 3.18% | 3 |
|
|
2023
Q1 | $15.4M | Sell |
53,553
-624
| -1% | -$180K | 2.88% | 3 |
|
|
2022
Q4 | $13M | Buy |
54,177
+1,112
| +2% | +$267K | 2.69% | 3 |
|
|
2022
Q3 | $12.4M | Sell |
53,065
-1,067
| -2% | -$249K | 2.84% | 3 |
|
|
2022
Q2 | $13.9M | Buy |
54,132
+3,033
| +6% | +$779K | 2.93% | 3 |
|
|
2022
Q1 | $15.8M | Buy |
51,099
+827
| +2% | +$255K | 2.83% | 3 |
|
|
2021
Q4 | $16.9M | Buy |
50,272
+9,605
| +24% | +$3.23M | 2.97% | 2 |
|
|
2021
Q3 | $11.5M | Buy |
40,667
+633
| +2% | +$178K | 2.78% | 4 |
|
|
2021
Q2 | $10.9M | Sell |
40,034
-833
| -2% | -$226K | 2.77% | 3 |
|
|
2021
Q1 | $9.64M | Sell |
40,867
-1,416
| -3% | -$334K | 2.66% | 4 |
|
|
2020
Q4 | $9.41M | Sell |
42,283
-569
| -1% | -$127K | 2.72% | 5 |
|
|
2020
Q3 | $9.01M | Sell |
42,852
-712
| -2% | -$150K | 3.03% | 6 |
|
|
2020
Q2 | $8.87M | Buy |
43,564
+564
| +1% | +$115K | 3.28% | 5 |
|
|
2020
Q1 | $6.78M | Buy |
43,000
+5,194
| +14% | +$819K | 3.09% | 4 |
|
|
2019
Q4 | $5.96M | Buy |
37,806
+5,801
| +18% | +$915K | 2.28% | 5 |
|
|
2019
Q3 | $4.45M | Buy |
32,005
+798
| +3% | +$111K | 2.03% | 9 |
|
|
2019
Q2 | $4.18M | Buy |
31,207
+6,045
| +24% | +$810K | 2.46% | 7 |
|
|
2019
Q1 | $2.97M | Buy |
+25,162
| New | +$2.97M | 2.04% | 10 |
|