LifeSteps Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Buy |
13,952
+259
| +2% | +$129K | 4.77% | 4 |
|
|
2025
Q1 | $5.14M | Sell |
13,693
-481
| -3% | -$181K | 4.17% | 5 |
|
|
2024
Q4 | $5.97M | Buy |
14,174
+436
| +3% | +$184K | 4.58% | 5 |
|
|
2024
Q3 | $5.91M | Buy |
13,738
+120
| +0.9% | +$51.6K | 4.62% | 5 |
|
|
2024
Q2 | $6.09M | Sell |
13,618
-154
| -1% | -$68.8K | 5.02% | 5 |
|
|
2024
Q1 | $5.79M | Buy |
13,772
+12
| +0.1% | +$5.05K | 4.37% | 4 |
|
|
2023
Q4 | $5.17M | Buy |
13,760
+95
| +0.7% | +$35.7K | 4.59% | 4 |
|
|
2023
Q3 | $4.31M | Buy |
13,665
+186
| +1% | +$58.7K | 4.39% | 4 |
|
|
2023
Q2 | $4.59M | Buy |
13,479
+179
| +1% | +$61K | 4.54% | 4 |
|
|
2023
Q1 | $3.83M | Sell |
13,300
-545
| -4% | -$157K | 4.07% | 6 |
|
|
2022
Q4 | $3.32M | Buy |
13,845
+261
| +2% | +$62.6K | 3.46% | 8 |
|
|
2022
Q3 | $3.16M | Buy |
13,584
+1,260
| +10% | +$293K | 3.57% | 6 |
|
|
2022
Q2 | $3.17M | Sell |
12,324
-143
| -1% | -$36.7K | 3.3% | 7 |
|
|
2022
Q1 | $3.84M | Sell |
12,467
-707
| -5% | -$218K | 2.84% | 8 |
|
|
2021
Q4 | $4.43M | Sell |
13,174
-1,750
| -12% | -$589K | 3.14% | 7 |
|
|
2021
Q3 | $4.21M | Sell |
14,924
-27
| -0.2% | -$7.61K | 3.22% | 7 |
|
|
2021
Q2 | $4.05M | Buy |
14,951
+879
| +6% | +$238K | 3.11% | 10 |
|
|
2021
Q1 | $3.32M | Buy |
14,072
+1,198
| +9% | +$282K | 2.77% | 10 |
|
|
2020
Q4 | $2.86M | Buy |
12,874
+165
| +1% | +$36.7K | 2.63% | 9 |
|
|
2020
Q3 | $2.67M | Buy |
12,709
+2,787
| +28% | +$586K | 2.82% | 9 |
|
|
2020
Q2 | $2.02M | Buy |
9,922
+772
| +8% | +$157K | 2.33% | 9 |
|
|
2020
Q1 | $1.44M | Buy |
9,150
+853
| +10% | +$135K | 1.66% | 21 |
|
|
2019
Q4 | $1.31M | Buy |
+8,297
| New | +$1.31M | 1.23% | 24 |
|