Lighthouse 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
$2.95M Sell
5,924
-400
-6% -$199K 2.26% 12
2025
Q1
$2.37M Hold
6,324
2.05% 13
2024
Q4
$2.67M Buy
+6,324
New +$2.67M 2.16% 13