LWMG
Levy Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.35M | Buy |
11,965
+41
| +0.3% | +$18.3K | 1.37% | 11 |
|
|
2024
Q1 | $4.48M | Hold |
11,924
| – | – | 1.26% | 15 |
|
|
2023
Q4 | $4.48M | Buy |
11,924
+194
| +2% | +$73K | 1.26% | 15 |
|
|
2023
Q3 | $3.7M | Sell |
11,730
-28
| -0.2% | -$8.84K | 1.15% | 15 |
|
|
2023
Q2 | $4M | Sell |
11,758
-478
| -4% | -$163K | 1.19% | 14 |
|
|
2023
Q1 | $3.53M | Buy |
12,236
+2,781
| +29% | +$802K | 1.09% | 14 |
|
|
2022
Q4 | $2.27M | Buy |
9,455
+24
| +0.3% | +$5.76K | 0.76% | 22 |
|
|
2022
Q3 | $2.2M | Buy |
9,431
+2,544
| +37% | +$593K | 0.95% | 20 |
|
|
2022
Q2 | $1.77M | Buy |
6,887
+10
| +0.1% | +$2.57K | 0.81% | 21 |
|
|
2022
Q1 | $2.12M | Buy |
6,877
+10
| +0.1% | +$3.08K | 0.88% | 17 |
|
|
2021
Q4 | $2.31M | Buy |
6,867
+33
| +0.5% | +$11.1K | 1.05% | 18 |
|
|
2021
Q3 | $1.93M | Buy |
6,834
+292
| +4% | +$82.3K | 1.06% | 18 |
|
|
2021
Q2 | $1.77M | Buy |
6,542
+1,393
| +27% | +$377K | 1.02% | 18 |
|
|
2021
Q1 | $1.21M | Buy |
5,149
+1,175
| +30% | +$277K | 0.8% | 20 |
|
|
2020
Q4 | $884K | Buy |
+3,974
| New | +$884K | 0.63% | 26 |
|