LWM
Liberty Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.63M | Buy |
19,356
+399
| +2% | +$198K | 1.51% | 18 |
|
|
2025
Q1 | $7.12M | Buy |
18,957
+35
| +0.2% | +$13.1K | 1.36% | 21 |
|
|
2024
Q4 | $7.98M | Buy |
18,922
+295
| +2% | +$124K | 1.33% | 21 |
|
|
2024
Q3 | $8.02M | Sell |
18,627
-104,663
| -85% | -$45M | 1.36% | 19 |
|
|
2024
Q2 | $8.14M | Buy |
123,290
+105,538
| +595% | +$6.96M | 1.49% | 19 |
|
|
2024
Q1 | $7.47M | Buy |
17,752
+212
| +1% | +$89.2K | 1.46% | 20 |
|
|
2023
Q4 | $6.6M | Buy |
17,540
+396
| +2% | +$149K | 1.41% | 20 |
|
|
2023
Q3 | $5.41M | Buy |
17,144
+114
| +0.7% | +$36K | 1.35% | 21 |
|
|
2023
Q2 | $5.8M | Sell |
17,030
-2,490
| -13% | -$848K | 1.43% | 21 |
|
|
2023
Q1 | $5.6M | Buy |
+19,520
| New | +$5.6M | 1.16% | 25 |
|
|
2022
Q3 | $3.84M | Buy |
16,481
+1,664
| +11% | +$388K | 1.02% | 20 |
|
|
2022
Q2 | $3.81M | Sell |
14,817
-866
| -6% | -$222K | 1.54% | 13 |
|
|
2022
Q1 | $4.81M | Buy |
15,683
+340
| +2% | +$104K | 1.74% | 11 |
|
|
2021
Q4 | $5.16K | Sell |
15,343
-78
| -0.5% | -$26 | 0.22% | 32 |
|
|
2021
Q3 | $4.38M | Sell |
15,421
-5,683
| -27% | -$1.61M | 1.56% | 11 |
|
|
2021
Q2 | $5.72M | Sell |
21,104
-2,301
| -10% | -$623K | 2.22% | 10 |
|
|
2021
Q1 | $5.61M | Hold |
23,405
| – | – | 2.74% | 7 |
|
|
2020
Q4 | $5.61M | Buy |
23,405
+7,629
| +48% | +$1.83M | 2.74% | 7 |
|
|
2020
Q3 | $3.32M | Sell |
15,776
-393
| -2% | -$82.7K | 1.96% | 12 |
|
|
2020
Q2 | $3.29M | Buy |
16,169
+518
| +3% | +$105K | 2.32% | 8 |
|
|
2020
Q1 | $2.47M | Sell |
15,651
-760
| -5% | -$120K | 2.16% | 11 |
|
|
2019
Q4 | $2.59M | Buy |
16,411
+123
| +0.8% | +$19.4K | 2.04% | 9 |
|
|
2019
Q3 | $2.27M | Sell |
16,288
-2,127
| -12% | -$296K | 2.14% | 8 |
|
|
2019
Q2 | $2.47M | Buy |
18,415
+1,538
| +9% | +$206K | 2.16% | 7 |
|
|
2019
Q1 | $1.99M | Sell |
16,877
-651
| -4% | -$76.8K | 1.5% | 10 |
|
|
2018
Q4 | $1.78M | Buy |
+17,528
| New | +$1.78M | 1.33% | 12 |
|