LA
Lindenwold Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.93M | Buy |
17,953
+336
| +2% | +$167K | 4.64% | 3 |
|
2025
Q1 | $6.61M | Sell |
17,617
-1,607
| -8% | -$603K | 3.68% | 4 |
|
2024
Q4 | $8.1M | Sell |
19,224
-266
| -1% | -$112K | 4.33% | 4 |
|
2024
Q3 | $8.39M | Buy |
19,490
+185
| +1% | +$79.6K | 4.22% | 4 |
|
2024
Q2 | $8.63M | Sell |
19,305
-222
| -1% | -$99.2K | 4.61% | 3 |
|
2024
Q1 | $8.22M | Sell |
19,527
-1,030
| -5% | -$433K | 4.39% | 3 |
|
2023
Q4 | $7.73M | Sell |
20,557
-535
| -3% | -$201K | 4.39% | 4 |
|
2023
Q3 | $6.66M | Sell |
21,092
-6
| -0% | -$1.9K | 4.15% | 4 |
|
2023
Q2 | $7.18M | Sell |
21,098
-3,231
| -13% | -$1.1M | 4.4% | 4 |
|
2023
Q1 | $7.01M | Buy |
24,329
+124
| +0.5% | +$35.7K | 4.35% | 3 |
|
2022
Q4 | $5.8M | Buy |
24,205
+520
| +2% | +$125K | 3.89% | 3 |
|
2022
Q3 | $5.52M | Sell |
23,685
-635
| -3% | -$148K | 4.08% | 3 |
|
2022
Q2 | $6.25M | Buy |
24,320
+465
| +2% | +$119K | 4.44% | 3 |
|
2022
Q1 | $7.36M | Buy |
23,855
+1,213
| +5% | +$374K | 4.52% | 3 |
|
2021
Q4 | $7.62M | Buy |
+22,642
| New | +$7.62M | 4.44% | 3 |
|