Lauterbach Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
2,322
-315
| -12% | -$157K | 0.64% | 23 |
|
|
2025
Q1 | $990K | Sell |
2,637
-113
| -4% | -$42.4K | 0.62% | 24 |
|
|
2024
Q4 | $1.16M | Buy |
2,750
+71
| +3% | +$29.9K | 0.7% | 23 |
|
|
2024
Q3 | $1.15M | Sell |
2,679
-343
| -11% | -$148K | 0.7% | 22 |
|
|
2024
Q2 | $1.23M | Buy |
3,022
+7
| +0.2% | +$2.86K | 0.81% | 19 |
|
|
2024
Q1 | $1.27M | Buy |
3,015
+125
| +4% | +$52.6K | 0.83% | 19 |
|
|
2023
Q4 | $1.09M | Hold |
2,890
| – | – | 0.76% | 18 |
|
|
2023
Q3 | $913K | Hold |
2,890
| – | – | 0.72% | 16 |
|
|
2023
Q2 | $984K | Hold |
2,890
| – | – | 0.75% | 15 |
|
|
2023
Q1 | $833K | Hold |
2,890
| – | – | 0.67% | 20 |
|
|
2022
Q4 | $693K | Sell |
2,890
-141
| -5% | -$33.8K | 0.62% | 21 |
|
|
2022
Q3 | $706K | Buy |
3,031
+141
| +5% | +$32.8K | 0.72% | 19 |
|
|
2022
Q2 | $742K | Hold |
2,890
| – | – | 0.7% | 18 |
|
|
2022
Q1 | $891K | Hold |
2,890
| – | – | 0.81% | 15 |
|
|
2021
Q4 | $972K | Buy |
+2,890
| New | +$972K | 0.86% | 15 |
|