LWP
Legacy Wealth Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.31M | Sell |
5,627
-53
| -0.9% | -$12.3K | 2.17% | 11 |
|
|
2022
Q2 | $1.46M | Sell |
5,680
-1,316
| -19% | -$338K | 2.09% | 12 |
|
|
2022
Q1 | $2.16M | Buy |
6,996
+209
| +3% | +$64.4K | 2.54% | 6 |
|
|
2021
Q4 | $2.28M | Sell |
6,787
-845
| -11% | -$284K | 2.6% | 6 |
|
|
2021
Q3 | $2.15M | Buy |
7,632
+47
| +0.6% | +$13.3K | 2.41% | 7 |
|
|
2021
Q2 | $2.06M | Sell |
7,585
-13
| -0.2% | -$3.52K | 2.34% | 7 |
|
|
2021
Q1 | $1.79M | Buy |
7,598
+23
| +0.3% | +$5.42K | 2.28% | 7 |
|
|
2020
Q4 | $1.69M | Sell |
7,575
-21
| -0.3% | -$4.67K | 2.16% | 9 |
|
|
2020
Q3 | $1.6M | Buy |
7,596
+368
| +5% | +$77.4K | 1.83% | 12 |
|
|
2020
Q2 | $1.47M | Buy |
7,228
+1
| +0% | +$204 | 1.75% | 12 |
|
|
2020
Q1 | $1.14M | Buy |
7,227
+470
| +7% | +$74.1K | 1.83% | 12 |
|
|
2019
Q4 | $1.07M | Buy |
+6,757
| New | +$1.07M | 1.21% | 23 |
|