LWM
Lakeridge Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Sell |
12,543
-211
| -2% | -$105K | 2.87% | 9 |
|
|
2025
Q1 | $4.79M | Sell |
12,754
-150
| -1% | -$56.3K | 2.39% | 11 |
|
|
2024
Q4 | $5.44M | Sell |
12,904
-67
| -0.5% | -$28.2K | 2.81% | 10 |
|
|
2024
Q3 | $5.58M | Sell |
12,971
-269
| -2% | -$116K | 3.07% | 10 |
|
|
2024
Q2 | $5.92M | Sell |
13,240
-147
| -1% | -$65.7K | 3.56% | 8 |
|
|
2024
Q1 | $5.63M | Sell |
13,387
-118
| -0.9% | -$49.6K | 3.65% | 6 |
|
|
2023
Q4 | $5.08M | Buy |
+13,505
| New | +$5.08M | 3.67% | 7 |
|