Legacy Financial Group (Iowa)’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.26M Buy
2025
Q1
$2.98M Sell
2024
Q4
$3.64M Buy
2024
Q3
Sell
2024
Q2
$3.87M Buy
2024
Q1
$3.62M Buy
2023
Q4
$252K Sell
2023
Q3
$2.73M Buy
2021
Q4
Sell
2021
Q3
$2.84M Sell
2021
Q2
$2.98M Sell
2021
Q1
$3.03M Sell
2020
Q4
$2.92M Buy