LA
Legacy Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Sell |
12,310
-51,404
| -81% | -$103K | 0.39% | 17 |
|
|
2025
Q1 | $23.9M | Buy |
63,714
+1,941
| +3% | +$729K | 2.46% | 6 |
|
|
2024
Q4 | $26M | Buy |
61,773
+4,507
| +8% | +$1.9M | 2.53% | 6 |
|
|
2024
Q3 | $24.6M | Buy |
57,266
+3,956
| +7% | +$1.7M | 2.67% | 5 |
|
|
2024
Q2 | $23.8M | Buy |
53,310
+1,794
| +3% | +$802K | 2.9% | 5 |
|
|
2024
Q1 | $21.7M | Buy |
51,516
+962
| +2% | +$405K | 2.74% | 6 |
|
|
2023
Q4 | $19M | Buy |
50,554
+5,616
| +12% | +$2.11M | 2.45% | 6 |
|
|
2023
Q3 | $14.2M | Buy |
44,938
+2,370
| +6% | +$748K | 2.29% | 6 |
|
|
2023
Q2 | $14.5M | Buy |
42,568
+5,681
| +15% | +$1.93M | 2.15% | 5 |
|
|
2023
Q1 | $10.6M | Buy |
36,887
+2,288
| +7% | +$660K | 1.96% | 4 |
|
|
2022
Q4 | $8.3M | Buy |
34,599
+5,427
| +19% | +$1.3M | 1.52% | 8 |
|
|
2022
Q3 | $6.79M | Buy |
29,172
+1,679
| +6% | +$391K | 1.5% | 6 |
|
|
2022
Q2 | $7.06M | Buy |
27,493
+2,880
| +12% | +$740K | 1.48% | 9 |
|
|
2022
Q1 | $7.59M | Buy |
24,613
+8,428
| +52% | +$2.6M | 1.47% | 9 |
|
|
2021
Q4 | $5.44M | Sell |
16,185
-244
| -1% | -$82.1K | 2% | 9 |
|
|
2021
Q3 | $4.63M | Buy |
16,429
+194
| +1% | +$54.7K | 1.85% | 11 |
|
|
2021
Q2 | $4.4M | Sell |
16,235
-341
| -2% | -$92.4K | 1.79% | 12 |
|
|
2021
Q1 | $3.91M | Buy |
16,576
+1
| +0% | +$236 | 1.73% | 11 |
|
|
2020
Q4 | $3.69M | Sell |
16,575
-396
| -2% | -$88.1K | 2.1% | 9 |
|
|
2020
Q3 | $3.57M | Sell |
16,971
-722
| -4% | -$152K | 2.36% | 10 |
|
|
2020
Q2 | $3.6M | Buy |
17,693
+3,171
| +22% | +$645K | 2.86% | 6 |
|
|
2020
Q1 | $2.29M | Sell |
14,522
-656
| -4% | -$103K | 2.29% | 12 |
|
|
2019
Q4 | $2.39M | Buy |
15,178
+1,388
| +10% | +$219K | 1.52% | 17 |
|
|
2019
Q3 | $1.92M | Sell |
13,790
-1,125
| -8% | -$156K | 1.43% | 17 |
|
|
2019
Q2 | $2M | Sell |
14,915
-13,391
| -47% | -$1.79M | 1.35% | 17 |
|
|
2019
Q1 | $3.34M | Buy |
28,306
+15,913
| +128% | +$1.88M | 1.08% | 24 |
|
|
2018
Q4 | $1.26M | Buy |
12,393
+232
| +2% | +$23.6K | 0.96% | 31 |
|
|
2018
Q3 | $1.39M | Buy |
12,161
+2,271
| +23% | +$260K | 0.68% | 45 |
|
|
2018
Q2 | $975K | Buy |
9,890
+8,789
| +798% | +$866K | 0.73% | 34 |
|
|
2018
Q1 | $102K | Buy |
1,101
+188
| +21% | +$17.4K | 0.08% | 116 |
|
|
2017
Q4 | $78K | Sell |
913
-183
| -17% | -$15.6K | 0.08% | 99 |
|
|
2017
Q3 | $81K | Buy |
1,096
+746
| +213% | +$55.1K | 0.09% | 80 |
|
|
2017
Q2 | $24K | Hold |
350
| – | – | 0.03% | 129 |
|
|
2017
Q1 | $23K | Hold |
350
| – | – | 0.03% | 126 |
|
|
2016
Q4 | $21K | Buy |
+350
| New | +$21K | 0.03% | 144 |
|