LMG Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
33,958
-223
| -0.7% | -$111K | 3.47% | 3 |
|
|
2025
Q1 | $12.8M | Sell |
34,181
-28
| -0.1% | -$10.5K | 2.86% | 5 |
|
|
2024
Q4 | $14.4M | Buy |
34,209
+416
| +1% | +$175K | 3.14% | 5 |
|
|
2024
Q3 | $14.5M | Buy |
33,793
+361
| +1% | +$155K | 3.33% | 4 |
|
|
2024
Q2 | $14.9M | Buy |
33,432
+160
| +0.5% | +$71.5K | 3.73% | 3 |
|
|
2024
Q1 | $14M | Buy |
33,272
+1,172
| +4% | +$493K | 3.53% | 3 |
|
|
2023
Q4 | $12.1M | Buy |
32,100
+5,736
| +22% | +$2.16M | 3.35% | 4 |
|
|
2023
Q3 | $8.32M | Buy |
26,364
+62
| +0.2% | +$19.6K | 2.54% | 10 |
|
|
2023
Q2 | $8.96M | Sell |
26,302
-260
| -1% | -$88.5K | 2.74% | 8 |
|
|
2023
Q1 | $7.66M | Buy |
26,562
+205
| +0.8% | +$59.1K | 2.47% | 10 |
|
|
2022
Q4 | $6.33M | Buy |
+26,357
| New | +$6.33M | 2.09% | 16 |
|