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

Legacy Wealth Management (Tennessee)’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$420K Sell
845
-669
-44% -$333K 0.03% 25
2025
Q1 		$568K Sell
1,514
-290
-16% -$109K 0.04% 24
2024
Q4 		$760K Buy
1,804
+109
+6% +$45.9K 0.05% 22
2024
Q3 		$729K Buy
+1,695
New +$729K 0.05% 22