LGWM
Litman Gregory Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
40,669
-402
| -1% | -$200K | 1.59% | 14 |
|
|
2025
Q1 | $15.4M | Buy |
41,071
+13
| +0% | +$4.88K | 1.32% | 18 |
|
|
2024
Q4 | $17.3M | Sell |
41,058
-1,830
| -4% | -$771K | 1.5% | 17 |
|
|
2024
Q3 | $18.5M | Buy |
42,888
+3,446
| +9% | +$1.48M | 1.54% | 16 |
|
|
2024
Q2 | $17.6M | Sell |
39,442
-525
| -1% | -$235K | 1.56% | 15 |
|
|
2024
Q1 | $16.8M | Sell |
39,967
-446
| -1% | -$188K | 1.52% | 16 |
|
|
2023
Q4 | $15.2M | Sell |
40,413
-2,515
| -6% | -$946K | 1.44% | 17 |
|
|
2023
Q3 | $13.6M | Buy |
42,928
+42,164
| +5,519% | +$13.3M | 1.4% | 17 |
|
|
2023
Q2 | $260K | Sell |
764
-9,637
| -93% | -$3.28M | 0.03% | 75 |
|
|
2023
Q1 | $3M | Buy |
+10,401
| New | +$3M | 1.12% | 11 |
|
|
2022
Q4 | – | Sell |
-1,001
| Closed | -$233K | – | 80 |
|
|
2022
Q3 | $233K | Buy |
+1,001
| New | +$233K | 0.04% | 76 |
|
|
2022
Q1 | – | Sell |
-716
| Closed | -$241K | – | 74 |
|
|
2021
Q4 | $241K | Sell |
716
-1,428
| -67% | -$481K | 0.04% | 71 |
|
|
2021
Q3 | $604K | Buy |
2,144
+1,220
| +132% | +$344K | 0.11% | 48 |
|
|
2021
Q2 | $924 | Buy |
924
+880
| +2,000% | +$880 | 0.17% | 45 |
|
|
2021
Q1 | $10K | Hold |
44
| – | – | ﹤0.01% | 149 |
|
|
2020
Q4 | $10K | Sell |
44
-14
| -24% | -$3.18K | ﹤0.01% | 151 |
|
|
2020
Q3 | $12K | Buy |
58
+14
| +32% | +$2.9K | ﹤0.01% | 140 |
|
|
2020
Q2 | $9K | Hold |
44
| – | – | ﹤0.01% | 137 |
|
|
2020
Q1 | $7K | Sell |
44
-750
| -94% | -$119K | ﹤0.01% | 132 |
|
|
2019
Q4 | $125K | Sell |
794
-102
| -11% | -$16.1K | 0.03% | 66 |
|
|
2019
Q3 | $125K | Sell |
896
-852
| -49% | -$119K | 0.03% | 56 |
|
|
2019
Q2 | $234K | Buy |
+1,748
| New | +$234K | 0.06% | 44 |
|