LAM
Lewis Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
14,145
+4,051
| +40% | +$2.02M | 3.31% | 5 |
|
|
2025
Q1 | $3.79M | Buy |
10,094
+260
| +3% | +$97.6K | 3.13% | 6 |
|
|
2024
Q4 | $4.14M | Sell |
9,834
-2,035
| -17% | -$858K | 3.16% | 5 |
|
|
2024
Q3 | $5.11M | Sell |
11,869
-2,823
| -19% | -$1.21M | 3.73% | 4 |
|
|
2024
Q2 | $6.57M | Buy |
14,692
+104
| +0.7% | +$46.5K | 5.02% | 4 |
|
|
2024
Q1 | $6.14M | Buy |
14,588
+64
| +0.4% | +$26.9K | 5.06% | 4 |
|
|
2023
Q4 | $5.46M | Buy |
+14,524
| New | +$5.46M | 5.02% | 4 |
|