LAM
Lountzis Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Hold |
1,382
| – | – | 0.24% | 32 |
|
|
2025
Q1 | $541K | Buy |
1,382
+271
| +24% | +$106K | 0.2% | 33 |
|
|
2024
Q4 | $468K | Hold |
1,111
| – | – | 0.2% | 34 |
|
|
2024
Q3 | $478K | Buy |
1,111
+8
| +0.7% | +$3.44K | 0.2% | 35 |
|
|
2024
Q2 | $493K | Hold |
1,103
| – | – | 0.23% | 32 |
|
|
2024
Q1 | $464K | Hold |
1,103
| – | – | 0.22% | 32 |
|
|
2023
Q4 | $415K | Buy |
1,103
+140
| +15% | +$52.6K | 0.23% | 34 |
|
|
2023
Q3 | $304K | Hold |
963
| – | – | 0.17% | 40 |
|
|
2023
Q2 | $312K | Hold |
963
| – | – | 0.17% | 39 |
|
|
2023
Q1 | $278K | Hold |
963
| – | – | 0.16% | 42 |
|
|
2022
Q4 | $247K | Hold |
963
| – | – | 0.15% | 29 |
|
|
2022
Q3 | $224K | Sell |
963
-88
| -8% | -$20.5K | 0.15% | 29 |
|
|
2022
Q2 | $269K | Hold |
1,051
| – | – | 0.18% | 28 |
|
|
2022
Q1 | $324K | Hold |
1,051
| – | – | 0.18% | 28 |
|
|
2021
Q4 | $353K | Hold |
1,051
| – | – | 0.2% | 27 |
|
|
2021
Q3 | $296K | Hold |
1,051
| – | – | 0.18% | 28 |
|
|
2021
Q2 | $284K | Hold |
1,051
| – | – | 0.17% | 28 |
|
|
2021
Q1 | $248K | Hold |
1,051
| – | – | 0.17% | 28 |
|
|
2020
Q4 | $234K | Hold |
1,051
| – | – | 0.17% | 28 |
|
|
2020
Q3 | $221K | Hold |
1,051
| – | – | 0.19% | 27 |
|
|
2020
Q2 | $214K | Buy |
+1,051
| New | +$214K | 0.2% | 27 |
|