LFA
LifeGuide Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Hold |
1,303
| – | – | 0.24% | 29 |
|
|
2025
Q1 | $489K | Sell |
1,303
-35
| -3% | -$13.1K | 0.2% | 29 |
|
|
2024
Q4 | $564K | Buy |
1,338
+472
| +55% | +$199K | 0.24% | 27 |
|
|
2024
Q3 | $373K | Sell |
866
-176
| -17% | -$75.7K | 0.16% | 34 |
|
|
2024
Q2 | $466K | Buy |
1,042
+176
| +20% | +$78.7K | 0.23% | 28 |
|
|
2024
Q1 | $364K | Buy |
866
+3
| +0.3% | +$1.26K | 0.18% | 32 |
|
|
2023
Q4 | $325K | Hold |
863
| – | – | 0.17% | 38 |
|
|
2023
Q3 | $272K | Sell |
863
-71
| -8% | -$22.4K | 0.16% | 34 |
|
|
2023
Q2 | $318K | Buy |
934
+67
| +8% | +$22.8K | 0.22% | 31 |
|
|
2023
Q1 | $250K | Buy |
+867
| New | +$250K | 0.2% | 29 |
|