LWM
Lionsbridge Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
3,482
-77
| -2% | -$38.3K | 1.72% | 20 |
|
|
2025
Q1 | $1.34M | Sell |
3,559
-731
| -17% | -$274K | 1.19% | 32 |
|
|
2024
Q4 | $1.81M | Sell |
4,290
-397
| -8% | -$167K | 1.52% | 25 |
|
|
2024
Q3 | $2.02M | Sell |
4,687
-122
| -3% | -$52.5K | 1.59% | 21 |
|
|
2024
Q2 | $2.15M | Sell |
4,809
-67
| -1% | -$29.9K | 1.72% | 21 |
|
|
2024
Q1 | $2.05M | Sell |
4,876
-163
| -3% | -$68.6K | 1.59% | 24 |
|
|
2023
Q4 | $1.89M | Buy |
5,039
+7
| +0.1% | +$2.63K | 1.51% | 24 |
|
|
2023
Q3 | $1.59M | Sell |
5,032
-196
| -4% | -$61.9K | 1.51% | 25 |
|
|
2023
Q2 | $1.78M | Sell |
5,228
-237
| -4% | -$80.7K | 1.59% | 24 |
|
|
2023
Q1 | $1.58M | Buy |
5,465
+15
| +0.3% | +$4.32K | 1.45% | 25 |
|
|
2022
Q4 | $1.31M | Buy |
5,450
+177
| +3% | +$42.5K | 1.27% | 28 |
|
|
2022
Q3 | $1.23M | Buy |
5,273
+114
| +2% | +$26.5K | 1.76% | 14 |
|
|
2022
Q2 | $1.33M | Sell |
5,159
-294
| -5% | -$75.5K | 1.53% | 18 |
|
|
2022
Q1 | $1.68M | Sell |
5,453
-239
| -4% | -$73.7K | 1.95% | 14 |
|
|
2021
Q4 | $1.91M | Sell |
5,692
-172
| -3% | -$57.8K | 2.06% | 13 |
|
|
2021
Q3 | $1.65M | Sell |
5,864
-594
| -9% | -$167K | 1.78% | 15 |
|
|
2021
Q2 | $1.75M | Buy |
6,458
+1,073
| +20% | +$291K | 1.87% | 13 |
|
|
2021
Q1 | $1.27M | Buy |
5,385
+238
| +5% | +$56.1K | 1.24% | 37 |
|
|
2020
Q4 | $1.14M | Buy |
5,147
+126
| +3% | +$28K | 1.24% | 37 |
|
|
2020
Q3 | $1.06M | Buy |
5,021
+27
| +0.5% | +$5.68K | 1.27% | 31 |
|
|
2020
Q2 | $1.02M | Buy |
4,994
+169
| +4% | +$34.4K | 1.14% | 33 |
|
|
2020
Q1 | $761K | Buy |
4,825
+4,146
| +611% | +$654K | 0.91% | 30 |
|
|
2019
Q4 | $107K | Buy |
+679
| New | +$107K | 0.1% | 53 |
|