Lakeside Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43M | Sell |
86,420
-9,943
| -10% | -$4.95M | 27.71% | 1 |
|
|
2025
Q1 | $36.2M | Sell |
96,363
-639
| -0.7% | -$240K | 23.96% | 1 |
|
|
2024
Q4 | $40.9M | Sell |
97,002
-3,537
| -4% | -$1.49M | 27.05% | 1 |
|
|
2024
Q3 | $43.3M | Sell |
100,539
-1,294
| -1% | -$557K | 27.19% | 1 |
|
|
2024
Q2 | $45.5M | Sell |
101,833
-1,746
| -2% | -$780K | 29.56% | 1 |
|
|
2024
Q1 | $43.6M | Sell |
103,579
-1,424
| -1% | -$599K | 27.89% | 1 |
|
|
2023
Q4 | $39.5M | Sell |
105,003
-1,672
| -2% | -$629K | 27.42% | 1 |
|
|
2023
Q3 | $33.7M | Buy |
106,675
+111
| +0.1% | +$35K | 25.87% | 1 |
|
|
2023
Q2 | $36.3M | Sell |
106,564
-8,905
| -8% | -$3.03M | 26.74% | 1 |
|
|
2023
Q1 | $33.3M | Sell |
115,469
-667
| -0.6% | -$192K | 25.71% | 1 |
|
|
2022
Q4 | $27.9M | Sell |
116,136
-735
| -0.6% | -$176K | 22.83% | 1 |
|
|
2022
Q3 | $27.2M | Sell |
116,871
-230
| -0.2% | -$53.6K | 24.36% | 1 |
|
|
2022
Q2 | $30.1M | Buy |
117,101
+173
| +0.1% | +$44.4K | 25.56% | 1 |
|
|
2022
Q1 | $36.1M | Sell |
116,928
-1,110
| -0.9% | -$342K | 27.21% | 1 |
|
|
2021
Q4 | $39.7M | Buy |
+118,038
| New | +$39.7M | 29.27% | 1 |
|