LA
Lifeworks Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
21,294
-412
| -2% | -$205K | 1.58% | 9 |
|
|
2025
Q1 | $8.15M | Buy |
21,706
+2,886
| +15% | +$1.08M | 1.35% | 16 |
|
|
2024
Q4 | $7.93M | Buy |
18,820
+1,627
| +9% | +$686K | 1.43% | 9 |
|
|
2024
Q3 | $7.4M | Sell |
17,193
-666
| -4% | -$287K | 1.45% | 9 |
|
|
2024
Q2 | $7.98M | Buy |
17,859
+4,026
| +29% | +$1.8M | 2.22% | 8 |
|
|
2024
Q1 | $5.82M | Buy |
13,833
+1,841
| +15% | +$775K | 1.63% | 12 |
|
|
2023
Q4 | $4.51M | Buy |
11,992
+742
| +7% | +$279K | 1.56% | 15 |
|
|
2023
Q3 | $3.55M | Sell |
11,250
-1,717
| -13% | -$542K | 1.38% | 23 |
|
|
2023
Q2 | $4.42M | Sell |
12,967
-719
| -5% | -$245K | 1.88% | 14 |
|
|
2023
Q1 | $3.95M | Sell |
13,686
-1,947
| -12% | -$561K | 1.86% | 9 |
|
|
2022
Q4 | $3.75M | Sell |
15,633
-1,348
| -8% | -$323K | 2.11% | 11 |
|
|
2022
Q3 | $3.94M | Sell |
16,981
-521
| -3% | -$121K | 2.24% | 8 |
|
|
2022
Q2 | $4.5M | Buy |
17,502
+1,347
| +8% | +$346K | 2.85% | 5 |
|
|
2022
Q1 | $4.98M | Buy |
16,155
+633
| +4% | +$195K | 3.29% | 5 |
|
|
2021
Q4 | $5.22M | Buy |
+15,522
| New | +$5.22M | 4.16% | 3 |
|