Litman Gregory Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$19.3M	Sell	39,818 -32	-0.1%	-$16K	1.41%	16
2025 Q3	$20.6M	Sell	39,850 -819	-2%	-$418K	1.53%	13
2025 Q2	$20.2M	Sell	40,669 -402	-1%	-$175K	1.59%	14
2025 Q1	$15.4M	Buy	41,071 +13	+0%	+$5.3K	1.32%	18
2024 Q4	$17.3M	Sell	41,058 -1,830	-4%	-$779K	1.5%	17
2024 Q3	$18.5M	Buy	42,888 +3,446	+9%	+$1.47M	1.54%	16
2024 Q2	$17.6M	Sell	39,442 -525	-1%	-$222K	1.56%	15
2024 Q1	$16.8M	Sell	39,967 -446	-1%	-$181K	1.52%	16
2023 Q4	$15.2M	Sell	40,413 -2,515	-6%	-$895K	1.44%	17
2023 Q3	$13.6M	Buy	42,928 +42,164	+5,519%	+$13.9M	1.4%	17
2023 Q2	$260K	Sell	764 -9,637	-93%	-$3.02M	0.03%	75
2023 Q1	$3M	Buy	+10,401	New	+$2.65M	1.12%	11
2022 Q4	–	Sell	-1,001	Closed	-$233K	–	80
2022 Q3	$233K	Buy	+1,001	New	+$264K	0.04%	76
2022 Q1	–	Sell	-716	Closed	-$241K	–	74
2021 Q4	$241K	Sell	716 -1,428	-67%	-$463K	0.04%	71
2021 Q3	$604K	Buy	2,144 +1,220	+132%	+$355K	0.11%	48
2021 Q2	$924	Buy	924 +880	+2,000%	+$224K	0.17%	45
2021 Q1	$10K	Hold	44	–	–	﹤0.01%	149
2020 Q4	$10K	Sell	44 -14	-24%	-$3.01K	﹤0.01%	151
2020 Q3	$12K	Buy	58 +14	+32%	+$2.94K	﹤0.01%	140
2020 Q2	$9K	Hold	44	–	–	﹤0.01%	137
2020 Q1	$7K	Sell	44 -750	-94%	-$123K	﹤0.01%	132
2019 Q4	$125K	Sell	794 -102	-11%	-$15K	0.03%	66
2019 Q3	$125K	Sell	896 -852	-49%	-$117K	0.03%	56
2019 Q2	$234K	Buy	+1,748	New	+$222K	0.06%	44