LIA
LBMC Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Sell |
15,574
-433
| -3% | -$215K | 0.55% | 29 |
|
|
2025
Q1 | $6.01M | Buy |
16,007
+853
| +6% | +$320K | 0.47% | 34 |
|
|
2024
Q4 | $6.39M | Buy |
15,154
+23
| +0.2% | +$9.69K | 0.5% | 32 |
|
|
2024
Q3 | $6.51M | Buy |
15,131
+20
| +0.1% | +$8.61K | 0.51% | 28 |
|
|
2024
Q2 | $6.75M | Buy |
15,111
+2,282
| +18% | +$1.02M | 0.59% | 24 |
|
|
2024
Q1 | $5.4M | Buy |
12,829
+584
| +5% | +$246K | 0.47% | 27 |
|
|
2023
Q4 | $4.6M | Sell |
12,245
-4
| -0% | -$1.5K | 0.44% | 28 |
|
|
2023
Q3 | $3.84M | Sell |
12,249
-645
| -5% | -$202K | 0.41% | 30 |
|
|
2023
Q2 | $4.39M | Sell |
12,894
-193
| -1% | -$65.7K | 0.43% | 27 |
|
|
2023
Q1 | $3.77M | Buy |
13,087
+410
| +3% | +$118K | 0.38% | 29 |
|
|
2022
Q4 | $3.04M | Sell |
12,677
-388
| -3% | -$93K | 0.32% | 32 |
|
|
2022
Q3 | $3.04M | Sell |
13,065
-143
| -1% | -$33.3K | 0.35% | 28 |
|
|
2022
Q2 | $3.39M | Sell |
13,208
-86
| -0.6% | -$22.1K | 0.37% | 28 |
|
|
2022
Q1 | $4.1M | Buy |
13,294
+228
| +2% | +$70.3K | 0.36% | 28 |
|
|
2021
Q4 | $4.39M | Buy |
13,066
+3,987
| +44% | +$1.34M | 0.38% | 29 |
|
|
2021
Q3 | $3.66K | Sell |
9,079
-3,110
| -26% | -$1.25K | 0.34% | 30 |
|
|
2021
Q2 | $3.3M | Buy |
12,189
+1,612
| +15% | +$437K | 0.31% | 31 |
|
|
2021
Q1 | $2.49M | Buy |
10,577
+35
| +0.3% | +$8.25K | 0.26% | 35 |
|
|
2020
Q4 | $2.35M | Sell |
10,542
-62
| -0.6% | -$13.8K | 0.28% | 34 |
|
|
2020
Q3 | $2.23M | Buy |
10,604
+646
| +6% | +$136K | 0.31% | 32 |
|
|
2020
Q2 | $2.03M | Buy |
9,958
+178
| +2% | +$36.2K | 0.32% | 27 |
|
|
2020
Q1 | $1.54M | Buy |
9,780
+1,590
| +19% | +$251K | 0.29% | 27 |
|
|
2019
Q4 | $1.29M | Buy |
8,190
+10
| +0.1% | +$1.58K | 0.18% | 33 |
|
|
2019
Q3 | $1.14M | Sell |
8,180
-389
| -5% | -$54.1K | 0.17% | 34 |
|
|
2019
Q2 | $1.15M | Buy |
8,569
+1,347
| +19% | +$180K | 0.17% | 35 |
|
|
2019
Q1 | $852K | Sell |
7,222
-1,408
| -16% | -$166K | 0.14% | 37 |
|
|
2018
Q4 | $877K | Buy |
8,630
+1,346
| +18% | +$137K | 0.16% | 35 |
|
|
2018
Q3 | $833K | Sell |
7,284
-132
| -2% | -$15.1K | 0.13% | 38 |
|
|
2018
Q2 | $731K | Buy |
7,416
+873
| +13% | +$86.1K | 0.12% | 42 |
|
|
2018
Q1 | $597K | Sell |
6,543
-82
| -1% | -$7.48K | 0.1% | 46 |
|
|
2017
Q4 | $567K | Sell |
6,625
-61
| -0.9% | -$5.22K | 0.09% | 51 |
|
|
2017
Q3 | $498K | Buy |
6,686
+1,383
| +26% | +$103K | 0.09% | 50 |
|
|
2017
Q2 | $366K | Buy |
5,303
+182
| +4% | +$12.6K | 0.06% | 59 |
|
|
2017
Q1 | $337K | Buy |
5,121
+1,259
| +33% | +$82.9K | 0.06% | 63 |
|
|
2016
Q4 | $240K | Sell |
3,862
-37
| -0.9% | -$2.3K | 0.04% | 68 |
|
|
2016
Q3 | $225K | Sell |
3,899
-2,127
| -35% | -$123K | 0.04% | 71 |
|
|
2016
Q2 | $308K | Buy |
6,026
+550
| +10% | +$28.1K | 0.06% | 58 |
|
|
2016
Q1 | $302K | Buy |
+5,476
| New | +$302K | 0.06% | 61 |
|