LSWM
Lorne Steinberg Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
28,504
-140
| -0.5% | -$69.6K | 3.7% | 2 |
|
|
2025
Q1 | $10.8M | Buy |
28,644
+145
| +0.5% | +$54.4K | 3.13% | 5 |
|
|
2024
Q4 | $12M | Buy |
28,499
+172
| +0.6% | +$72.5K | 3.48% | 3 |
|
|
2024
Q3 | $12.2M | Buy |
28,327
+55
| +0.2% | +$23.7K | 3.52% | 2 |
|
|
2024
Q2 | $12.6M | Sell |
28,272
-27
| -0.1% | -$12.1K | 4.07% | 1 |
|
|
2024
Q1 | $11.9M | Sell |
28,299
-18
| -0.1% | -$7.57K | 3.72% | 1 |
|
|
2023
Q4 | $10.6M | Buy |
28,317
+434
| +2% | +$163K | 3.58% | 2 |
|
|
2023
Q3 | $8.8M | Sell |
27,883
-197
| -0.7% | -$62.2K | 3.39% | 2 |
|
|
2023
Q2 | $9.56M | Sell |
28,080
-324
| -1% | -$110K | 3.6% | 1 |
|
|
2023
Q1 | $8.19M | Buy |
28,404
+115
| +0.4% | +$33.2K | 3.27% | 2 |
|
|
2022
Q4 | $6.78M | Buy |
28,289
+439
| +2% | +$105K | 2.91% | 9 |
|
|
2022
Q3 | $6.49M | Sell |
27,850
-11
| -0% | -$2.56K | 3.15% | 5 |
|
|
2022
Q2 | $7.16M | Buy |
27,861
+515
| +2% | +$132K | 3.37% | 2 |
|
|
2022
Q1 | $8.43M | Buy |
27,346
+2,161
| +9% | +$666K | 3.89% | 2 |
|
|
2021
Q4 | $8.47M | Sell |
25,185
-21
| -0.1% | -$7.06K | 3.64% | 2 |
|
|
2021
Q3 | $7.11M | Sell |
25,206
-3
| -0% | -$846 | 3.44% | 5 |
|
|
2021
Q2 | $6.83M | Buy |
25,209
+268
| +1% | +$72.6K | 3.36% | 5 |
|
|
2021
Q1 | $5.88M | Sell |
24,941
-394
| -2% | -$92.9K | 3.11% | 7 |
|
|
2020
Q4 | $5.65M | Buy |
+25,335
| New | +$5.65M | 3.52% | 5 |
|