LWM
Lodestone Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Sell |
13,942
-147
| -1% | -$73.1K | 3.38% | 1 |
|
|
2025
Q1 | $5.29M | Buy |
14,089
+170
| +1% | +$63.8K | 2.81% | 3 |
|
|
2024
Q4 | $5.87M | Sell |
13,919
-30
| -0.2% | -$12.6K | 2.94% | 3 |
|
|
2024
Q3 | $6M | Sell |
13,949
-358
| -3% | -$154K | 3% | 3 |
|
|
2024
Q2 | $6.39M | Buy |
14,307
+75
| +0.5% | +$33.5K | 3.37% | 2 |
|
|
2024
Q1 | $5.99M | Buy |
14,232
+144
| +1% | +$60.6K | 3.14% | 1 |
|
|
2023
Q4 | $5.3M | Sell |
14,088
-15
| -0.1% | -$5.64K | 3.07% | 3 |
|
|
2023
Q3 | $4.45M | Buy |
14,103
+68
| +0.5% | +$21.5K | 3.12% | 4 |
|
|
2023
Q2 | $4.78M | Sell |
14,035
-110
| -0.8% | -$37.5K | 3.27% | 4 |
|
|
2023
Q1 | $4.08M | Buy |
14,145
+107
| +0.8% | +$30.8K | 3.14% | 4 |
|
|
2022
Q4 | $1.12M | Buy |
+14,038
| New | +$1.12M | 0.91% | 41 |
|