LWIC
Leith Wheeler Investment Counsel’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
1,359
-1,823
| -57% | -$907K | 0.05% | 55 |
|
|
2025
Q1 | $1.19M | Buy |
3,182
+1,672
| +111% | +$628K | 0.08% | 57 |
|
|
2024
Q4 | $636K | Buy |
1,510
+142
| +10% | +$59.9K | 0.05% | 56 |
|
|
2024
Q3 | $589K | Buy |
1,368
+432
| +46% | +$186K | 0.04% | 57 |
|
|
2024
Q2 | $418K | Sell |
936
-812
| -46% | -$363K | 0.04% | 56 |
|
|
2024
Q1 | $735K | Buy |
1,748
+617
| +55% | +$260K | 0.07% | 56 |
|
|
2023
Q4 | $425K | Sell |
1,131
-122
| -10% | -$45.9K | 0.05% | 54 |
|
|
2023
Q3 | $396K | Buy |
1,253
+172
| +16% | +$54.3K | 0.05% | 55 |
|
|
2023
Q2 | $368K | Hold |
1,081
| – | – | 0.05% | 58 |
|
|
2023
Q1 | $313K | Sell |
1,081
-398
| -27% | -$115K | 0.05% | 54 |
|
|
2022
Q4 | $355K | Sell |
1,479
-50
| -3% | -$12K | 0.05% | 51 |
|
|
2022
Q3 | $356K | Sell |
1,529
-76
| -5% | -$17.7K | 0.06% | 51 |
|
|
2022
Q2 | $531K | Buy |
+1,605
| New | +$531K | 0.07% | 50 |
|
|
2022
Q1 | – | Sell |
-1,256
| Closed | -$422K | – | 58 |
|
|
2021
Q4 | $422K | Buy |
1,256
+356
| +40% | +$120K | 0.06% | 39 |
|
|
2021
Q3 | $254K | Buy |
+900
| New | +$254K | 0.04% | 44 |
|
|
2021
Q2 | – | Sell |
-1,258
| Closed | -$297K | – | 46 |
|
|
2021
Q1 | $297K | Buy |
1,258
+99
| +9% | +$23.4K | 0.05% | 39 |
|
|
2020
Q4 | $328K | Sell |
1,159
-353
| -23% | -$99.9K | 0.05% | 37 |
|
|
2020
Q3 | $318K | Buy |
+1,512
| New | +$318K | 0.07% | 38 |
|