LWA
Lineweaver Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
24,606
-754
| -3% | -$375K | 1.93% | 11 |
|
|
2025
Q1 | $9.53M | Buy |
25,360
+2,182
| +9% | +$820K | 1.62% | 15 |
|
|
2024
Q4 | $9.78M | Buy |
23,178
+1,923
| +9% | +$811K | 1.81% | 15 |
|
|
2024
Q3 | $9.15M | Buy |
21,255
+411
| +2% | +$177K | 1.74% | 14 |
|
|
2024
Q2 | $9.32M | Buy |
20,844
+1,347
| +7% | +$602K | 1.93% | 14 |
|
|
2024
Q1 | $8.21M | Buy |
19,497
+195
| +1% | +$82.1K | 1.95% | 12 |
|
|
2023
Q4 | $7.26M | Buy |
19,302
+926
| +5% | +$348K | 1.88% | 12 |
|
|
2023
Q3 | $5.81M | Buy |
18,376
+871
| +5% | +$275K | 1.69% | 15 |
|
|
2023
Q2 | $5.96M | Sell |
17,505
-251
| -1% | -$85.5K | 1.7% | 15 |
|
|
2023
Q1 | $5.12M | Buy |
17,756
+83
| +0.5% | +$23.9K | 1.57% | 14 |
|
|
2022
Q4 | $4.24M | Sell |
17,673
-346
| -2% | -$83K | 1.28% | 16 |
|
|
2022
Q3 | $4.2M | Buy |
18,019
+426
| +2% | +$99.2K | 1.36% | 16 |
|
|
2022
Q2 | $4.52M | Buy |
17,593
+83
| +0.5% | +$21.3K | 1.49% | 14 |
|
|
2022
Q1 | $5.4M | Buy |
17,510
+5,136
| +42% | +$1.58M | 1.54% | 14 |
|
|
2021
Q4 | $4.16M | Sell |
12,374
-12
| -0.1% | -$4.04K | 1.2% | 17 |
|
|
2021
Q3 | $3.49M | Buy |
12,386
+826
| +7% | +$233K | 1.07% | 21 |
|
|
2021
Q2 | $3.13M | Buy |
11,560
+874
| +8% | +$237K | 1.03% | 23 |
|
|
2021
Q1 | $2.52M | Buy |
10,686
+518
| +5% | +$122K | 0.89% | 25 |
|
|
2020
Q4 | $2.26M | Buy |
10,168
+593
| +6% | +$132K | 0.89% | 26 |
|
|
2020
Q3 | $2.01M | Buy |
9,575
+2,022
| +27% | +$425K | 0.9% | 26 |
|
|
2020
Q2 | $1.54M | Buy |
7,553
+876
| +13% | +$178K | 0.78% | 26 |
|
|
2020
Q1 | $1.06M | Buy |
6,677
+1,684
| +34% | +$266K | 0.66% | 28 |
|
|
2019
Q4 | $787K | Buy |
+4,993
| New | +$787K | 0.44% | 27 |
|