LBJ Family Wealth 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
$664K Buy
1,335
+1
+0.1% +$497 0.39% 21
2025
Q1
$501K Hold
1,334
0.32% 22
2024
Q4
$562K Sell
1,334
-13
-1% -$5.48K 0.34% 22
2024
Q3
$580K Buy
1,347
+1
+0.1% +$431 0.34% 22
2024
Q2
$602K Buy
+1,346
New +$602K 0.38% 22