LWMM
Legacy Wealth Management (Mississippi)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Sell |
51,929
-946
| -2% | -$471K | 7.85% | 3 |
|
|
2025
Q1 | $19.8M | Buy |
52,875
+8,900
| +20% | +$3.34M | 6.49% | 3 |
|
|
2024
Q4 | $18.5M | Sell |
43,975
-920
| -2% | -$388K | 7.36% | 2 |
|
|
2024
Q3 | $19.3M | Buy |
44,895
+1,933
| +4% | +$832K | 7.1% | 2 |
|
|
2024
Q2 | $19.2M | Sell |
42,962
-125
| -0.3% | -$55.9K | 8.11% | 2 |
|
|
2024
Q1 | $18.1M | Hold |
43,087
| – | – | 8.17% | 2 |
|
|
2023
Q4 | $16.2M | Sell |
43,087
-150
| -0.3% | -$56.4K | 7.81% | 2 |
|
|
2023
Q3 | $13.7M | Sell |
43,237
-412
| -0.9% | -$130K | 7.1% | 2 |
|
|
2023
Q2 | $14.9M | Sell |
43,649
-89
| -0.2% | -$30.3K | 7.45% | 2 |
|
|
2023
Q1 | $12.6M | Sell |
43,738
-50
| -0.1% | -$14.4K | 6.96% | 2 |
|
|
2022
Q4 | $10.5M | Sell |
43,788
-715
| -2% | -$171K | 6.22% | 2 |
|
|
2022
Q3 | $10.4M | Sell |
44,503
-300
| -0.7% | -$69.9K | 6.99% | 2 |
|
|
2022
Q2 | $11.5M | Buy |
44,803
+3,175
| +8% | +$815K | 6.99% | 2 |
|
|
2022
Q1 | $12.8M | Buy |
41,628
+230
| +0.6% | +$70.9K | 6.7% | 2 |
|
|
2021
Q4 | $13.9M | Buy |
41,398
+25
| +0.1% | +$8.41K | 7.13% | 2 |
|
|
2021
Q3 | $11.7M | Hold |
41,373
| – | – | 6.24% | 2 |
|
|
2021
Q2 | $11.2M | Buy |
41,373
+160
| +0.4% | +$43.3K | 6.21% | 2 |
|
|
2021
Q1 | $9.72M | Buy |
41,213
+1,183
| +3% | +$279K | 5.89% | 2 |
|
|
2020
Q4 | $8.9M | Buy |
40,030
+8,135
| +26% | +$1.81M | 5.64% | 3 |
|
|
2020
Q3 | $6.71M | Buy |
31,895
+604
| +2% | +$127K | 4.62% | 2 |
|
|
2020
Q2 | $6.37M | Buy |
31,291
+849
| +3% | +$173K | 4.86% | 2 |
|
|
2020
Q1 | $4.8M | Buy |
30,442
+3,477
| +13% | +$548K | 4.47% | 2 |
|
|
2019
Q4 | $4.25M | Buy |
+26,965
| New | +$4.25M | 3.7% | 2 |
|