LCWP
Legacy Capital Wealth Partners’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.49M | Buy |
9,019
+3
| +0% | +$1.49K | 1.02% | 17 |
|
2025
Q1 | $3.38M | Buy |
9,016
+7
| +0.1% | +$2.63K | 0.83% | 19 |
|
2024
Q4 | $3.8M | Buy |
9,009
+354
| +4% | +$149K | 0.94% | 18 |
|
2024
Q3 | $3.72M | Sell |
8,655
-313
| -3% | -$135K | 0.74% | 22 |
|
2024
Q2 | $4.01M | Buy |
8,968
+7,058
| +370% | +$3.15M | 1.02% | 20 |
|
2024
Q1 | $546K | Sell |
1,910
-6,760
| -78% | -$1.93M | 0.39% | 63 |
|
2023
Q4 | $3.26M | Sell |
8,670
-190
| -2% | -$71.4K | 0.92% | 21 |
|
2023
Q3 | $2.8M | Buy |
+8,860
| New | +$2.8M | 0.77% | 22 |
|
2023
Q2 | – | Sell |
-7,904
| Closed | -$2.28M | – | 161 |
|
2023
Q1 | $2.28M | Buy |
+7,904
| New | +$2.28M | 0.62% | 35 |
|
2021
Q1 | – | Sell |
-3,113
| Closed | -$692K | – | 98 |
|
2020
Q4 | $692K | Buy |
+3,113
| New | +$692K | 0.3% | 41 |
|