LWM
LongView Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Sell |
9,152
-772
| -8% | -$384K | 1.38% | 18 |
|
|
2025
Q1 | $3.73M | Sell |
9,924
-314
| -3% | -$118K | 1.12% | 25 |
|
|
2024
Q4 | $4.32M | Sell |
10,238
-770
| -7% | -$325K | 1.32% | 20 |
|
|
2024
Q3 | $4.74M | Sell |
11,008
-257
| -2% | -$111K | 1.51% | 17 |
|
|
2024
Q2 | $5.03M | Sell |
11,265
-217
| -2% | -$97K | 1.86% | 12 |
|
|
2024
Q1 | $4.83M | Sell |
11,482
-188
| -2% | -$79.1K | 1.91% | 12 |
|
|
2023
Q4 | $4.39M | Buy |
+11,670
| New | +$4.39M | 1.96% | 12 |
|