Lakeshore Financial Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
21,933
-251
| -1% | -$125K | 4.38% | 7 |
|
|
2025
Q1 | $8.33M | Buy |
22,184
+463
| +2% | +$174K | 3.47% | 9 |
|
|
2024
Q4 | $9.16M | Buy |
21,721
+51
| +0.2% | +$21.5K | 3.91% | 8 |
|
|
2024
Q3 | $9.33M | Buy |
21,670
+692
| +3% | +$298K | 4.11% | 9 |
|
|
2024
Q2 | $9.38M | Sell |
20,978
-59
| -0.3% | -$26.4K | 4.58% | 9 |
|
|
2024
Q1 | $8.85M | Buy |
21,037
+76
| +0.4% | +$32K | 4.48% | 8 |
|
|
2023
Q4 | $7.88M | Sell |
20,961
-197
| -0.9% | -$74.1K | 4.38% | 8 |
|
|
2023
Q3 | $6.68M | Buy |
+21,158
| New | +$6.68M | 3.81% | 9 |
|