LWL
Leo Wealth LLC’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
40,726
+23,996
| +143% | +$11.9M | 1.57% | 16 |
|
|
2025
Q1 | $6.28M | Sell |
16,730
-26,469
| -61% | -$9.94M | 0.9% | 23 |
|
|
2024
Q4 | $18.1M | Buy |
43,199
+332
| +0.8% | +$139K | 1.62% | 13 |
|
|
2024
Q3 | $18.4M | Buy |
42,867
+7,317
| +21% | +$3.15M | 1.69% | 15 |
|
|
2024
Q2 | $16.1M | Buy |
35,550
+551
| +2% | +$249K | 1.64% | 14 |
|
|
2024
Q1 | $14.8M | Buy |
34,999
+1,414
| +4% | +$598K | 1.51% | 13 |
|
|
2023
Q4 | $13.1M | Buy |
+33,585
| New | +$13.1M | 1.36% | 13 |
|