Lauer Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
1,505
-817
| -35% | -$426K | 0.65% | 18 |
|
|
2025
Q1 | $915K | Buy |
2,322
+441
| +23% | +$174K | 0.7% | 18 |
|
|
2024
Q4 | $793K | Buy |
1,881
+300
| +19% | +$126K | 0.53% | 20 |
|
|
2024
Q3 | $671K | Buy |
1,581
+1,004
| +174% | +$426K | 0.52% | 20 |
|
|
2024
Q2 | $262K | Buy |
+577
| New | +$262K | 0.21% | 33 |
|