LA
LM Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Buy |
235,082
+194,650
| +481% | +$96.8M | 15.05% | 1 |
|
|
2025
Q1 | $15.2M | Buy |
40,432
+3,728
| +10% | +$1.4M | 2.73% | 9 |
|
|
2024
Q4 | $15.5M | Buy |
36,704
+217
| +0.6% | +$91.5K | 2.77% | 10 |
|
|
2024
Q3 | $15.7M | Buy |
36,487
+364
| +1% | +$157K | 3.19% | 8 |
|
|
2024
Q2 | $16.1M | Sell |
36,123
-6,443
| -15% | -$2.88M | 0.03% | 29 |
|
|
2024
Q1 | $17.9M | Buy |
42,566
+5,657
| +15% | +$2.38M | 2.84% | 7 |
|
|
2023
Q4 | $14.1M | Buy |
+36,909
| New | +$14.1M | 2.83% | 8 |
|