Lakeshore Financial Planning’s Microsoft MSFT Stock Holding History

Lakeshore Financial Planning’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.9M	Sell
2025 Q1	$8.33M	Buy
2024 Q4	$9.16M	Buy
2024 Q3	$9.33M	Buy
2024 Q2	$9.38M	Sell
2024 Q1	$8.85M	Buy
2023 Q4	$7.88M	Sell
2023 Q3	$6.68M	Buy