LPAM
Lodestar Private Asset Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.67M | Sell |
9,388
-91
| -1% | -$45.3K | 0.54% | 48 |
|
2025
Q1 | $3.56M | Sell |
9,479
-272
| -3% | -$102K | 0.45% | 54 |
|
2024
Q4 | $4.11M | Sell |
9,751
-36
| -0.4% | -$15.2K | 0.51% | 46 |
|
2024
Q3 | $4.21M | Buy |
9,787
+40
| +0.4% | +$17.2K | 0.54% | 45 |
|
2024
Q2 | $4.36M | Buy |
9,747
+524
| +6% | +$234K | 0.6% | 42 |
|
2024
Q1 | $3.88M | Buy |
9,223
+180
| +2% | +$75.7K | 0.55% | 47 |
|
2023
Q4 | $3.4M | Sell |
9,043
-1,055
| -10% | -$397K | 0.52% | 46 |
|
2023
Q3 | $3.19M | Sell |
10,098
-277
| -3% | -$87.5K | 0.55% | 48 |
|
2023
Q2 | $3.53M | Buy |
10,375
+149
| +1% | +$50.7K | 0.59% | 46 |
|
2023
Q1 | $2.95M | Sell |
10,226
-7
| -0.1% | -$2.02K | 0.53% | 47 |
|
2022
Q4 | $2.45M | Buy |
+10,233
| New | +$2.45M | 0.47% | 51 |
|