LWM
Ledge Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.72M | Sell |
9,891
-1,110
| -10% | -$417K | 1.45% | 16 |
|
|
2023
Q3 | $3.47M | Buy |
11,001
+634
| +6% | +$200K | 1.56% | 15 |
|
|
2023
Q2 | $3.53M | Sell |
10,367
-2,598
| -20% | -$885K | 1.69% | 15 |
|
|
2023
Q1 | $3.74M | Buy |
12,965
+91
| +0.7% | +$26.2K | 1.77% | 15 |
|
|
2022
Q4 | $3.09M | Buy |
12,874
+2,794
| +28% | +$670K | 1.41% | 16 |
|
|
2022
Q3 | $2.35M | Sell |
10,080
-1,861
| -16% | -$433K | 1.44% | 16 |
|
|
2022
Q2 | $3.07M | Buy |
11,941
+2,177
| +22% | +$559K | 1.89% | 14 |
|
|
2022
Q1 | $3.01M | Buy |
+9,764
| New | +$3.01M | 1.87% | 12 |
|