Lloyd Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
2,470
+142
| +6% | +$70.7K | 0.59% | 36 |
|
|
2025
Q1 | $874K | Sell |
2,328
-239
| -9% | -$89.7K | 0.44% | 40 |
|
|
2024
Q4 | $1.08M | Sell |
2,567
-195
| -7% | -$82.2K | 0.51% | 40 |
|
|
2024
Q3 | $1.19M | Buy |
2,762
+111
| +4% | +$47.8K | 0.57% | 37 |
|
|
2024
Q2 | $1.18M | Sell |
2,651
-18,961
| -88% | -$8.47M | 0.56% | 38 |
|
|
2024
Q1 | $9.09M | Buy |
21,612
+16,025
| +287% | +$6.74M | 1.94% | 9 |
|
|
2023
Q4 | $2.1M | Sell |
5,587
-28,879
| -84% | -$10.9M | 1% | 22 |
|
|
2023
Q3 | $10.9M | Buy |
+34,466
| New | +$10.9M | 3.58% | 4 |
|
|
2022
Q4 | $615K | Buy |
2,565
+207
| +9% | +$49.6K | 0.43% | 33 |
|
|
2022
Q3 | $550K | Sell |
2,358
-656
| -22% | -$153K | 0.4% | 31 |
|
|
2022
Q2 | $774K | Buy |
3,014
+382
| +15% | +$98.1K | 0.6% | 25 |
|
|
2022
Q1 | $812K | Buy |
2,632
+862
| +49% | +$266K | 0.38% | 36 |
|
|
2021
Q4 | $595K | Buy |
1,770
+110
| +7% | +$37K | 0.27% | 43 |
|
|
2021
Q3 | $468K | Buy |
1,660
+297
| +22% | +$83.7K | 0.24% | 39 |
|
|
2021
Q2 | $369K | Buy |
1,363
+137
| +11% | +$37.1K | 0.19% | 46 |
|
|
2021
Q1 | $289K | Buy |
1,226
+856
| +231% | +$202K | 0.16% | 45 |
|
|
2020
Q4 | $82K | Buy |
370
+14
| +4% | +$3.1K | 0.04% | 92 |
|
|
2020
Q3 | $75K | Buy |
356
+33
| +10% | +$6.95K | 0.05% | 87 |
|
|
2020
Q2 | $66K | Sell |
323
-7
| -2% | -$1.43K | 0.04% | 91 |
|
|
2020
Q1 | $52K | Sell |
330
-577
| -64% | -$90.9K | 0.04% | 85 |
|
|
2019
Q4 | $143K | Buy |
+907
| New | +$143K | 0.13% | 81 |
|