LFA
Legend Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6K | Buy |
+138
| New | +$68.6K | 0.05% | 48 |
|
|
2025
Q1 | – | Sell |
-138
| Closed | -$58.2K | – | 169 |
|
|
2024
Q4 | $58.2K | Hold |
138
| – | – | 0.04% | 47 |
|
|
2024
Q3 | $59.4K | Sell |
138
-251
| -65% | -$108K | 0.04% | 45 |
|
|
2024
Q2 | $174K | Sell |
389
-38
| -9% | -$17K | 0.12% | 41 |
|
|
2024
Q1 | $180K | Buy |
427
+83
| +24% | +$34.9K | 0.13% | 39 |
|
|
2023
Q4 | $129K | Buy |
344
+42
| +14% | +$15.8K | 0.1% | 42 |
|
|
2023
Q3 | $95.4K | Sell |
302
-124
| -29% | -$39.2K | 0.08% | 53 |
|
|
2023
Q2 | $145K | Sell |
426
-9
| -2% | -$3.07K | 0.12% | 42 |
|
|
2023
Q1 | $125K | Sell |
435
-354
| -45% | -$102K | 0.11% | 44 |
|
|
2022
Q4 | $189K | Buy |
789
+185
| +31% | +$44.4K | 0.17% | 40 |
|
|
2022
Q3 | $140K | Buy |
+604
| New | +$140K | 0.13% | 40 |
|