Lakehouse Capital’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.71M Hold
9,472
2.87% 11
2025
Q1
$3.56M Hold
9,472
2.36% 13
2024
Q4
$3.99M Hold
9,472
2.69% 13
2024
Q3
$4.08M Sell
9,472
-5,000
-35% -$2.15M 2.87% 13
2024
Q2
$6.47M Hold
14,472
4.53% 11
2024
Q1
$6.09M Sell
14,472
-5,092
-26% -$2.14M 4.74% 9
2023
Q4
$7.36M Sell
19,564
-7,572
-28% -$2.85M 5.88% 9
2023
Q3
$8.57M Sell
27,136
-1,304
-5% -$412K 7.73% 8
2023
Q2
$9.69M Sell
28,440
-3,002
-10% -$1.02M 8.33% 7
2023
Q1
$9.07M Hold
31,442
8.02% 8
2022
Q4
$7.54M Hold
31,442
7.48% 8
2022
Q3
$7.32M Buy
+31,442
New +$7.32M 8.02% 7