LWA
Lantern Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
+6,340
| New | +$3.15M | 1.88% | 14 |
|
|
2024
Q4 | $2.45M | Buy |
5,819
+181
| +3% | +$76.3K | 1.59% | 17 |
|
|
2024
Q3 | $2.43M | Buy |
5,638
+13
| +0.2% | +$5.59K | 1.68% | 16 |
|
|
2024
Q2 | $2.51M | Sell |
5,625
-636
| -10% | -$284K | 1.82% | 17 |
|
|
2024
Q1 | $2.63M | Buy |
6,261
+47
| +0.8% | +$19.8K | 1.85% | 15 |
|
|
2023
Q4 | $2.34M | Buy |
+6,214
| New | +$2.34M | 1.83% | 16 |
|