Lane & Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.66M | Sell |
12,420
-54
| -0.4% | -$20.3K | 2.51% | 11 |
|
|
2024
Q4 | $5.18M | Sell |
12,474
-957
| -7% | -$397K | 2.68% | 7 |
|
|
2024
Q3 | $5.78M | Sell |
13,431
-1,268
| -9% | -$546K | 3.15% | 7 |
|
|
2024
Q2 | $6.57M | Buy |
14,699
+6,539
| +80% | +$2.92M | 3.87% | 4 |
|
|
2024
Q1 | $3.43M | Sell |
8,160
-40
| -0.5% | -$16.8K | 2.16% | 11 |
|
|
2023
Q4 | $3.08M | Sell |
8,200
-44
| -0.5% | -$16.5K | 2.24% | 11 |
|
|
2023
Q3 | $2.6M | Buy |
8,244
+376
| +5% | +$119K | 2.09% | 11 |
|
|
2023
Q2 | $2.68M | Buy |
7,868
+28
| +0.4% | +$9.54K | 2.13% | 10 |
|
|
2023
Q1 | $2.26M | Sell |
7,840
-312
| -4% | -$89.9K | 2.02% | 11 |
|
|
2022
Q4 | $1.95M | Buy |
+8,152
| New | +$1.95M | 1.85% | 12 |
|