LRIA
Leonard Rickey Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
13,032
+585
| +5% | +$291K | 1.29% | 18 |
|
|
2025
Q1 | $4.83M | Sell |
12,447
-234
| -2% | -$90.8K | 1.04% | 18 |
|
|
2024
Q4 | $5.34M | Sell |
12,681
-34
| -0.3% | -$14.3K | 1.23% | 15 |
|
|
2024
Q3 | $5.47M | Sell |
12,715
-498
| -4% | -$214K | 1.24% | 16 |
|
|
2024
Q2 | $5.91M | Buy |
13,213
+628
| +5% | +$281K | 1.42% | 16 |
|
|
2024
Q1 | $5.29M | Sell |
12,585
-394
| -3% | -$166K | 1.37% | 15 |
|
|
2023
Q4 | $4.88M | Sell |
12,979
-1,460
| -10% | -$549K | 1.45% | 13 |
|
|
2023
Q3 | $4.56M | Buy |
14,439
+229
| +2% | +$72.3K | 1.49% | 13 |
|
|
2023
Q2 | $4.84M | Sell |
14,210
-268
| -2% | -$91.3K | 1.82% | 11 |
|
|
2023
Q1 | $4.17M | Sell |
14,478
-320
| -2% | -$92.3K | 1.63% | 14 |
|
|
2022
Q4 | $3.55M | Buy |
14,798
+3,313
| +29% | +$795K | 1.5% | 14 |
|
|
2022
Q3 | $2.68M | Buy |
11,485
+77
| +0.7% | +$17.9K | 1.25% | 14 |
|
|
2022
Q2 | $2.93M | Buy |
11,408
+2
| +0% | +$514 | 1.28% | 14 |
|
|
2022
Q1 | $3.52M | Sell |
11,406
-131
| -1% | -$40.4K | 1.34% | 13 |
|
|
2021
Q4 | $3.88M | Buy |
11,537
+1,067
| +10% | +$359K | 1.42% | 11 |
|
|
2021
Q3 | $2.95M | Sell |
10,470
-126
| -1% | -$35.5K | 1.24% | 13 |
|
|
2021
Q2 | $3.03M | Sell |
10,596
-119
| -1% | -$34.1K | 1.31% | 12 |
|
|
2021
Q1 | $2.53M | Sell |
10,715
-214
| -2% | -$50.4K | 1.01% | 13 |
|
|
2020
Q4 | $2.43M | Sell |
10,929
-863
| -7% | -$192K | 1.11% | 13 |
|
|
2020
Q3 | $2.48M | Buy |
11,792
+1,205
| +11% | +$253K | 1.55% | 13 |
|
|
2020
Q2 | $2.16M | Sell |
10,587
-183
| -2% | -$37.3K | 1.4% | 15 |
|
|
2020
Q1 | $1.7M | Sell |
10,770
-955
| -8% | -$151K | 1.32% | 15 |
|
|
2019
Q4 | $1.85M | Buy |
11,725
+434
| +4% | +$68.4K | 1.12% | 16 |
|
|
2019
Q3 | $1.57M | Buy |
11,291
+114
| +1% | +$15.9K | 1.04% | 16 |
|
|
2019
Q2 | $1.5M | Buy |
11,177
+298
| +3% | +$39.9K | 1.01% | 18 |
|
|
2019
Q1 | $1.28M | Sell |
10,879
-220
| -2% | -$25.9K | 0.93% | 19 |
|
|
2018
Q4 | $1.13M | Buy |
11,099
+323
| +3% | +$32.8K | 0.93% | 22 |
|
|
2018
Q3 | $1.23M | Sell |
10,776
-798
| -7% | -$91.2K | 0.9% | 19 |
|
|
2018
Q2 | $1.14M | Sell |
11,574
-28
| -0.2% | -$2.76K | 0.86% | 19 |
|
|
2018
Q1 | $1.06M | Buy |
11,602
+1,901
| +20% | +$174K | 0.83% | 20 |
|
|
2017
Q4 | $830K | Buy |
+9,701
| New | +$830K | 0.64% | 23 |
|