Livelsberger Financial Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+480
| New | +$239K | 4.62% | 5 |
|
|
2025
Q1 | – | Sell |
-480
| Closed | -$202K | – | 6 |
|
|
2024
Q4 | $202K | Buy |
480
+1
| +0.2% | +$421 | 9.47% | 6 |
|
|
2024
Q3 | $206K | Hold |
479
| – | – | 4.32% | 6 |
|
|
2024
Q2 | $214K | Buy |
+479
| New | +$214K | 3.19% | 12 |
|
|
2024
Q1 | – | Sell |
-489
| Closed | -$184K | – | 133 |
|
|
2023
Q4 | $184K | Buy |
+489
| New | +$184K | 0.16% | 80 |
|