LWP
Laurel Wealth Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
493
-75
| -13% | -$37.3K | 0.14% | 51 |
|
|
2025
Q1 | $213K | Hold |
568
| – | – | 0.14% | 54 |
|
|
2024
Q4 | $239K | Hold |
568
| – | – | 0.15% | 49 |
|
|
2024
Q3 | $244K | Sell |
568
-298
| -34% | -$128K | 0.16% | 50 |
|
|
2024
Q2 | $387K | Sell |
866
-46
| -5% | -$20.6K | 0.27% | 41 |
|
|
2024
Q1 | $384K | Sell |
912
-112
| -11% | -$47.2K | 0.26% | 41 |
|
|
2023
Q4 | $385K | Buy |
1,024
+13
| +1% | +$4.89K | 0.27% | 42 |
|
|
2023
Q3 | $319K | Hold |
1,011
| – | – | 0.25% | 43 |
|
|
2023
Q2 | $344K | Sell |
1,011
-600
| -37% | -$204K | 0.25% | 48 |
|
|
2023
Q1 | $464K | Sell |
1,611
-5
| -0.3% | -$1.44K | 0.31% | 49 |
|
|
2022
Q4 | $388K | Sell |
1,616
-77
| -5% | -$18.5K | 0.25% | 51 |
|
|
2022
Q3 | $394K | Sell |
1,693
-142
| -8% | -$33K | 0.29% | 49 |
|
|
2022
Q2 | $471K | Sell |
1,835
-88
| -5% | -$22.6K | 0.33% | 48 |
|
|
2022
Q1 | $593K | Buy |
1,923
+1,057
| +122% | +$326K | 0.4% | 45 |
|
|
2021
Q4 | $291K | Sell |
866
-116
| -12% | -$39K | 0.22% | 58 |
|
|
2021
Q3 | $277K | Buy |
982
+295
| +43% | +$83.2K | 0.22% | 51 |
|
|
2021
Q2 | $186K | Hold |
687
| – | – | 0.16% | 49 |
|
|
2021
Q1 | $162K | Sell |
687
-153
| -18% | -$36.1K | 0.15% | 47 |
|
|
2020
Q4 | $187K | Buy |
+840
| New | +$187K | 0.18% | 44 |
|