LRWA
Long Run Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Sell |
14,332
-1,814
| -11% | -$902K | 1.5% | 17 |
|
|
2025
Q1 | $6.06M | Buy |
16,146
+1,854
| +13% | +$696K | 1.37% | 19 |
|
|
2024
Q4 | $6.02M | Sell |
14,292
-337
| -2% | -$142K | 1.44% | 17 |
|
|
2024
Q3 | $6.29M | Sell |
14,629
-26
| -0.2% | -$11.2K | 1.48% | 16 |
|
|
2024
Q2 | $6.55M | Sell |
14,655
-386
| -3% | -$173K | 1.66% | 16 |
|
|
2024
Q1 | $6.33M | Buy |
15,041
+119
| +0.8% | +$50.1K | 1.67% | 15 |
|
|
2023
Q4 | $5.61M | Buy |
14,922
+654
| +5% | +$246K | 1.62% | 16 |
|
|
2023
Q3 | $4.51M | Buy |
14,268
+285
| +2% | +$90K | 1.46% | 19 |
|
|
2023
Q2 | $4.76M | Sell |
13,983
-810
| -5% | -$276K | 1.52% | 18 |
|
|
2023
Q1 | $4.26M | Sell |
14,793
-1,173
| -7% | -$338K | 1.45% | 21 |
|
|
2022
Q4 | $3.83M | Buy |
15,966
+415
| +3% | +$99.5K | 1.38% | 23 |
|
|
2022
Q3 | $3.62M | Buy |
15,551
+1,069
| +7% | +$249K | 1.43% | 21 |
|
|
2022
Q2 | $3.72M | Buy |
14,482
+68
| +0.5% | +$17.5K | 1.44% | 21 |
|
|
2022
Q1 | $4.44M | Sell |
14,414
-132
| -0.9% | -$40.7K | 1.55% | 19 |
|
|
2021
Q4 | $4.88M | Buy |
+14,546
| New | +$4.88M | 1.7% | 17 |
|