LGT Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
3,240
+216
| +7% | +$107K | 4.09% | 4 |
|
|
2025
Q1 | $1.14M | Sell |
3,024
-950
| -24% | -$357K | 3.47% | 4 |
|
|
2024
Q4 | $1.68M | Buy |
3,974
+935
| +31% | +$394K | 3.71% | 3 |
|
|
2024
Q3 | $1.31M | Sell |
3,039
-1,076
| -26% | -$463K | 3.23% | 4 |
|
|
2024
Q2 | $1.84M | Sell |
4,115
-206
| -5% | -$92.1K | 3.88% | 3 |
|
|
2024
Q1 | $1.82M | Sell |
4,321
-317
| -7% | -$133K | 2.11% | 9 |
|
|
2023
Q4 | $1.74M | Sell |
4,638
-584
| -11% | -$220K | 2.13% | 9 |
|
|
2023
Q3 | $1.65M | Sell |
5,222
-3,719
| -42% | -$1.17M | 2.1% | 8 |
|
|
2023
Q2 | $3.04M | Buy |
8,941
+2,439
| +38% | +$831K | 3.24% | 5 |
|
|
2023
Q1 | $1.87M | Buy |
6,502
+301
| +5% | +$86.8K | 3.49% | 6 |
|
|
2022
Q4 | $1.49M | Buy |
+6,201
| New | +$1.49M | 1.75% | 13 |
|