Landmark Wealth Management (New York)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
1,192
-34
| -3% | -$16.9K | 0.25% | 56 |
|
|
2025
Q1 | $460K | Sell |
1,226
-10
| -0.8% | -$3.75K | 0.2% | 51 |
|
|
2024
Q4 | $521K | Buy |
1,236
+1
| +0.1% | +$422 | 0.23% | 50 |
|
|
2024
Q3 | $531K | Buy |
+1,235
| New | +$531K | 0.23% | 49 |
|
|
2024
Q2 | – | Sell |
-3,338
| Closed | -$1.4M | – | 61 |
|
|
2024
Q1 | $1.4M | Sell |
3,338
-108
| -3% | -$45.4K | 0.65% | 38 |
|
|
2023
Q4 | $1.3M | Buy |
3,446
+25
| +0.7% | +$9.4K | 0.64% | 37 |
|
|
2023
Q3 | $1.08M | Buy |
+3,421
| New | +$1.08M | 0.61% | 38 |
|
|
2023
Q2 | – | Sell |
-3,425
| Closed | -$987K | – | 57 |
|
|
2023
Q1 | $987K | Buy |
3,425
+2,490
| +266% | +$718K | 0.55% | 38 |
|
|
2022
Q4 | $224K | Buy |
935
+14
| +2% | +$3.35K | 0.16% | 64 |
|
|
2022
Q3 | $215K | Buy |
+921
| New | +$215K | 0.16% | 60 |
|
|
2022
Q2 | – | Sell |
-7,396
| Closed | -$1.14M | – | 130 |
|
|
2022
Q1 | $1.14M | Buy |
+7,396
| New | +$1.14M | 0.6% | 36 |
|