Legacy Financial Group (Iowa)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
8,567
+616
| +8% | +$306K | 0.59% | 38 |
|
|
2025
Q1 | $2.98M | Sell |
7,951
-674
| -8% | -$253K | 0.46% | 38 |
|
|
2024
Q4 | $3.64M | Buy |
+8,625
| New | +$3.64M | 0.59% | 34 |
|
|
2024
Q3 | – | Sell |
-8,652
| Closed | -$3.87M | – | 84 |
|
|
2024
Q2 | $3.87M | Buy |
8,652
+56
| +0.7% | +$25K | 0.76% | 32 |
|
|
2024
Q1 | $3.62M | Buy |
8,596
+7,925
| +1,181% | +$3.33M | 0.73% | 30 |
|
|
2023
Q4 | $252K | Sell |
671
-7,981
| -92% | -$3M | 1.14% | 25 |
|
|
2023
Q3 | $2.73M | Buy |
+8,652
| New | +$2.73M | 0.64% | 28 |
|
|
2021
Q4 | – | Sell |
-10,089
| Closed | -$2.84M | – | 51 |
|
|
2021
Q3 | $2.84M | Sell |
10,089
-923
| -8% | -$260K | 0.85% | 19 |
|
|
2021
Q2 | $2.98M | Sell |
11,012
-1,837
| -14% | -$498K | 0.9% | 20 |
|
|
2021
Q1 | $3.03M | Sell |
12,849
-269
| -2% | -$63.4K | 1.05% | 20 |
|
|
2020
Q4 | $2.92M | Buy |
+13,118
| New | +$2.92M | 1.12% | 22 |
|