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Legacy Wealth Management (Idaho)’s Microsoft MSFT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$520K Sell
1,045
-73
-7% -$36.3K 0.27% 49
2025
Q1 		$420K Sell
1,118
-19
-2% -$7.13K 0.3% 48
2024
Q4 		$466K Buy
1,137
+42
+4% +$17.2K 0.3% 47
2024
Q3 		$466K Buy
+1,095
New +$466K 0.27% 42