Lord & Richards Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.39M	Buy	4,807 +69	+1%	+$34.3K	2.5%	9
2025 Q1	$1.78M	Buy	4,738 +2,556	+117%	+$959K	2.02%	11
2024 Q4	$920K	Buy	+2,182	New	+$920K	1.94%	13