Legacy Capital Group California’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.73M | Buy |
11,526
+1,660
| +17% | +$826K | 1.59% | 6 |
|
2025
Q1 | $3.7M | Buy |
9,866
+95
| +1% | +$35.7K | 1.29% | 11 |
|
2024
Q4 | $4.12M | Sell |
9,771
-3,685
| -27% | -$1.55M | 1.26% | 9 |
|
2024
Q3 | $5.79M | Buy |
13,456
+1,666
| +14% | +$717K | 1.93% | 3 |
|
2024
Q2 | $5.27M | Sell |
11,790
-52
| -0.4% | -$23.2K | 1.9% | 3 |
|
2024
Q1 | $4.98M | Sell |
11,842
-972
| -8% | -$409K | 1.84% | 3 |
|
2023
Q4 | $4.82M | Sell |
12,814
-838
| -6% | -$315K | 1.86% | 4 |
|
2023
Q3 | $4.31M | Buy |
13,652
+1,396
| +11% | +$441K | 1.85% | 6 |
|
2023
Q2 | $4.17M | Buy |
12,256
+6,375
| +108% | +$2.17M | 1.72% | 8 |
|
2023
Q1 | $1.7M | Buy |
+5,881
| New | +$1.7M | 0.83% | 19 |
|