LFA
Legacy Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
35,208
+970
| +3% | +$482K | 2.74% | 9 |
|
|
2025
Q1 | $12.9M | Sell |
34,238
-1,117
| -3% | -$419K | 2.15% | 12 |
|
|
2024
Q4 | $14.9M | Buy |
35,355
+1,803
| +5% | +$760K | 2.46% | 9 |
|
|
2024
Q3 | $14.4M | Sell |
33,552
-449
| -1% | -$193K | 2.43% | 10 |
|
|
2024
Q2 | $15.2M | Buy |
34,001
+685
| +2% | +$306K | 2.71% | 10 |
|
|
2024
Q1 | $14M | Buy |
33,316
+1,722
| +5% | +$724K | 2.51% | 9 |
|
|
2023
Q4 | $11.9M | Buy |
31,594
+1,845
| +6% | +$694K | 2.28% | 10 |
|
|
2023
Q3 | $9.39M | Buy |
29,749
+1,954
| +7% | +$617K | 1.88% | 14 |
|
|
2023
Q2 | $9.47M | Buy |
27,795
+1,987
| +8% | +$677K | 1.77% | 15 |
|
|
2023
Q1 | $7.44M | Buy |
25,808
+138
| +0.5% | +$39.8K | 1.52% | 13 |
|
|
2022
Q4 | $6.16M | Buy |
25,670
+5,212
| +25% | +$1.25M | 1.33% | 14 |
|
|
2022
Q3 | $4.77M | Buy |
20,458
+500
| +3% | +$116K | 1.14% | 14 |
|
|
2022
Q2 | $5.13M | Sell |
19,958
-1,595
| -7% | -$410K | 1.27% | 13 |
|
|
2022
Q1 | $6.65M | Buy |
21,553
+1,662
| +8% | +$512K | 1.49% | 11 |
|
|
2021
Q4 | $6.69M | Buy |
19,891
+1,615
| +9% | +$543K | 1.54% | 10 |
|
|
2021
Q3 | $5.15M | Buy |
18,276
+1,654
| +10% | +$466K | 1.26% | 11 |
|
|
2021
Q2 | $4.5M | Sell |
16,622
-195
| -1% | -$52.8K | 1.14% | 11 |
|
|
2021
Q1 | $3.97M | Buy |
16,817
+1,302
| +8% | +$307K | 1.09% | 11 |
|
|
2020
Q4 | $3.45M | Sell |
15,515
-136
| -0.9% | -$30.2K | 0.98% | 12 |
|
|
2020
Q3 | $3.29M | Buy |
15,651
+400
| +3% | +$84.1K | 1% | 13 |
|
|
2020
Q2 | $3.1M | Buy |
15,251
+1,135
| +8% | +$231K | 1.12% | 14 |
|
|
2020
Q1 | $2.53M | Buy |
14,116
+883
| +7% | +$158K | 0.94% | 14 |
|
|
2019
Q4 | $2.09M | Sell |
13,233
-126
| -0.9% | -$19.9K | 0.66% | 16 |
|
|
2019
Q3 | $1.86M | Buy |
13,359
+2,463
| +23% | +$342K | 0.62% | 17 |
|
|
2019
Q2 | $1.46M | Buy |
10,896
+584
| +6% | +$78.3K | 0.52% | 20 |
|
|
2019
Q1 | $1.22M | Buy |
10,312
+2,033
| +25% | +$240K | 0.41% | 20 |
|
|
2018
Q4 | $841K | Sell |
8,279
-368
| -4% | -$37.4K | 0.33% | 31 |
|
|
2018
Q3 | $989K | Buy |
8,647
+126
| +1% | +$14.4K | 0.36% | 27 |
|
|
2018
Q2 | $898K | Buy |
8,521
+531
| +7% | +$56K | 0.34% | 29 |
|
|
2018
Q1 | $742K | Buy |
7,990
+203
| +3% | +$18.9K | 0.3% | 30 |
|
|
2017
Q4 | $666K | Buy |
+7,787
| New | +$666K | 0.27% | 32 |
|