LWAM
Legacy Wealth Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
801
| – | – | 0.1% | 279 |
|
|
2025
Q1 | $301K | Hold |
801
| – | – | 0.08% | 301 |
|
|
2024
Q4 | $338K | Hold |
801
| – | – | 0.09% | 290 |
|
|
2024
Q3 | $345K | Sell |
801
-2
| -0.2% | -$861 | 0.09% | 288 |
|
|
2024
Q2 | $359K | Sell |
803
-26
| -3% | -$11.6K | 0.1% | 277 |
|
|
2024
Q1 | $349K | Buy |
829
+28
| +3% | +$11.8K | 0.1% | 281 |
|
|
2023
Q4 | $301K | Hold |
801
| – | – | 0.1% | 288 |
|
|
2023
Q3 | $253K | Hold |
801
| – | – | 0.09% | 298 |
|
|
2023
Q2 | $273K | Hold |
801
| – | – | 0.1% | 294 |
|
|
2023
Q1 | $231K | Buy |
+801
| New | +$231K | 0.08% | 319 |
|
|
2022
Q3 | – | Sell |
-801
| Closed | -$206K | – | 343 |
|
|
2022
Q2 | $206K | Buy |
+801
| New | +$206K | 0.08% | 290 |
|