Lido Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722M | Buy |
1,450,995
+150,796
| +12% | +$75M | 2.81% | 6 |
|
|
2025
Q1 | $488M | Buy |
1,300,199
+206,445
| +19% | +$77.5M | 2.2% | 6 |
|
|
2024
Q4 | $461M | Buy |
1,093,754
+105,188
| +11% | +$44.3M | 2.1% | 5 |
|
|
2024
Q3 | $425M | Buy |
988,566
+97,441
| +11% | +$41.9M | 2.12% | 6 |
|
|
2024
Q2 | $398M | Buy |
891,125
+88,639
| +11% | +$39.6M | 2.22% | 6 |
|
|
2024
Q1 | $338M | Buy |
802,486
+53,550
| +7% | +$22.5M | 1.99% | 6 |
|
|
2023
Q4 | $282M | Buy |
748,936
+87,549
| +13% | +$32.9M | 1.9% | 5 |
|
|
2023
Q3 | $209M | Buy |
661,387
+67,324
| +11% | +$21.3M | 1.59% | 5 |
|
|
2023
Q2 | $202M | Buy |
594,063
+41,863
| +8% | +$14.3M | 1.44% | 5 |
|
|
2023
Q1 | $159M | Buy |
552,200
+1,734
| +0.3% | +$500K | 1.55% | 7 |
|
|
2022
Q4 | $132M | Sell |
550,466
-15,224
| -3% | -$3.65M | 1.61% | 6 |
|
|
2022
Q3 | $132M | Buy |
565,690
+79,376
| +16% | +$18.5M | 1.66% | 5 |
|
|
2022
Q2 | $125M | Sell |
486,314
-5,204
| -1% | -$1.34M | 1.66% | 7 |
|
|
2022
Q1 | $152M | Buy |
491,518
+27,339
| +6% | +$8.43M | 1.69% | 8 |
|
|
2021
Q4 | $156M | Buy |
464,179
+56,023
| +14% | +$18.8M | 1.7% | 7 |
|
|
2021
Q3 | $115M | Buy |
408,156
+54,893
| +16% | +$15.5M | 1.61% | 7 |
|
|
2021
Q2 | $95.7M | Buy |
353,263
+17,401
| +5% | +$4.71M | 1.33% | 7 |
|
|
2021
Q1 | $79.2M | Sell |
335,862
-2,458
| -0.7% | -$580K | 1.37% | 7 |
|
|
2020
Q4 | $75.2M | Buy |
338,320
+47,346
| +16% | +$10.5M | 1.57% | 6 |
|
|
2020
Q3 | $61.2M | Buy |
290,974
+17,389
| +6% | +$3.66M | 1.57% | 6 |
|
|
2020
Q2 | $55.7M | Buy |
273,585
+32,221
| +13% | +$6.56M | 1.68% | 7 |
|
|
2020
Q1 | $38.1M | Buy |
241,364
+26,497
| +12% | +$4.18M | 1.62% | 8 |
|
|
2019
Q4 | $33.9M | Buy |
214,867
+42,932
| +25% | +$6.77M | 1.35% | 8 |
|
|
2019
Q3 | $23.9M | Buy |
171,935
+11,408
| +7% | +$1.59M | 1.21% | 8 |
|
|
2019
Q2 | $21.5M | Sell |
160,527
-1,114
| -0.7% | -$149K | 1.23% | 8 |
|
|
2019
Q1 | $19.1M | Buy |
161,641
+80,059
| +98% | +$9.44M | 1.24% | 10 |
|
|
2018
Q4 | $8.29M | Buy |
81,582
+11,523
| +16% | +$1.17M | 0.82% | 21 |
|
|
2018
Q3 | $8.01M | Sell |
70,059
-8,692
| -11% | -$994K | 0.78% | 21 |
|
|
2018
Q2 | $7.77M | Buy |
78,751
+18,723
| +31% | +$1.85M | 0.89% | 19 |
|
|
2018
Q1 | $5.48M | Buy |
60,028
+10,444
| +21% | +$953K | 0.75% | 21 |
|
|
2017
Q4 | $4.24M | Buy |
49,584
+8,465
| +21% | +$724K | 0.6% | 26 |
|
|
2017
Q3 | $3.42M | Buy |
41,119
+17,466
| +74% | +$1.45M | 0.55% | 29 |
|
|
2017
Q2 | $1.63M | Sell |
23,653
-16,350
| -41% | -$1.13M | 0.34% | 41 |
|
|
2017
Q1 | $2.76M | Buy |
40,003
+9,582
| +31% | +$661K | 0.76% | 22 |
|
|
2016
Q4 | $1.89M | Buy |
30,421
+8,726
| +40% | +$542K | 0.47% | 23 |
|
|
2016
Q3 | $1.25M | Sell |
21,695
-1,010
| -4% | -$58.2K | 0.38% | 20 |
|
|
2016
Q2 | $1.16M | Buy |
22,705
+343
| +2% | +$17.6K | 0.36% | 25 |
|
|
2016
Q1 | $1.24M | Buy |
+22,362
| New | +$1.24M | 0.42% | 20 |
|