LWM
LJI Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Sell |
9,141
-136
| -1% | -$67.6K | 0.79% | 20 |
|
|
2025
Q1 | $3.48M | Buy |
9,277
+3
| +0% | +$1.13K | 0.69% | 19 |
|
|
2024
Q4 | $3.91M | Buy |
9,274
+118
| +1% | +$49.7K | 0.77% | 19 |
|
|
2024
Q3 | $3.94M | Buy |
9,156
+169
| +2% | +$72.7K | 0.81% | 20 |
|
|
2024
Q2 | $4.02M | Buy |
8,987
+49
| +0.5% | +$21.9K | 0.89% | 18 |
|
|
2024
Q1 | $3.76M | Sell |
8,938
-383
| -4% | -$161K | 0.97% | 18 |
|
|
2023
Q4 | $3.51M | Buy |
9,321
+925
| +11% | +$348K | 0.91% | 20 |
|
|
2023
Q3 | $2.65M | Sell |
8,396
-41,879
| -83% | -$13.2M | 0.76% | 23 |
|
|
2023
Q2 | $2.55M | Buy |
50,275
+43,141
| +605% | +$2.19M | 0.74% | 24 |
|
|
2023
Q1 | $2.06M | Buy |
7,134
+142
| +2% | +$40.9K | 0.65% | 26 |
|
|
2022
Q4 | $1.68M | Buy |
+6,992
| New | +$1.68M | 0.59% | 28 |
|