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