LWA
Lowe Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
2,998
-23
| -0.8% | -$11.4K | 0.58% | 18 |
|
|
2025
Q1 | $1.13M | Buy |
3,021
+547
| +22% | +$205K | 0.48% | 23 |
|
|
2024
Q4 | $1.04M | Sell |
2,474
-273
| -10% | -$115K | 0.44% | 22 |
|
|
2024
Q3 | $1.18M | Buy |
2,747
+58
| +2% | +$25K | 0.51% | 19 |
|
|
2024
Q2 | $1.2M | Sell |
2,689
-60
| -2% | -$26.8K | 0.55% | 19 |
|
|
2024
Q1 | $1.16M | Buy |
2,749
+70
| +3% | +$29.5K | 0.54% | 19 |
|
|
2023
Q4 | $1.01M | Sell |
2,679
-156
| -6% | -$58.7K | 0.5% | 20 |
|
|
2023
Q3 | $895K | Buy |
2,835
+1
| +0% | +$316 | 0.48% | 20 |
|
|
2023
Q2 | $965K | Sell |
2,834
-10
| -0.4% | -$3.41K | 0.49% | 20 |
|
|
2023
Q1 | $820K | Sell |
2,844
-60
| -2% | -$17.3K | 0.44% | 19 |
|
|
2022
Q4 | $696K | Buy |
2,904
+18
| +0.6% | +$4.32K | 0.38% | 22 |
|
|
2022
Q3 | $672K | Buy |
2,886
+65
| +2% | +$15.1K | 0.4% | 21 |
|
|
2022
Q2 | $724K | Hold |
2,821
| – | – | 0.4% | 23 |
|
|
2022
Q1 | $870K | Buy |
2,821
+1
| +0% | +$308 | 0.39% | 27 |
|
|
2021
Q4 | $949K | Hold |
2,820
| – | – | 0.42% | 25 |
|
|
2021
Q3 | $795K | Hold |
2,820
| – | – | 0.38% | 24 |
|
|
2021
Q2 | $764K | Hold |
2,820
| – | – | 0.37% | 23 |
|
|
2021
Q1 | $665K | Buy |
2,820
+34
| +1% | +$8.02K | 0.33% | 23 |
|
|
2020
Q4 | $620K | Sell |
2,786
-146
| -5% | -$32.5K | 0.31% | 23 |
|
|
2020
Q3 | $617K | Buy |
2,932
+52
| +2% | +$10.9K | 0.34% | 21 |
|
|
2020
Q2 | $586K | Buy |
2,880
+1
| +0% | +$203 | 0.35% | 20 |
|
|
2020
Q1 | $454K | Sell |
2,879
-444
| -13% | -$70K | 0.32% | 20 |
|
|
2019
Q4 | $524K | Buy |
3,323
+20
| +0.6% | +$3.15K | 0.29% | 22 |
|
|
2019
Q3 | $459K | Hold |
3,303
| – | – | 0.27% | 23 |
|
|
2019
Q2 | $442K | Sell |
3,303
-21
| -0.6% | -$2.81K | 0.27% | 23 |
|
|
2019
Q1 | $392K | Hold |
3,324
| – | – | 0.24% | 25 |
|
|
2018
Q4 | $338K | Sell |
3,324
-99
| -3% | -$10.1K | 0.23% | 23 |
|
|
2018
Q3 | $392K | Hold |
3,423
| – | – | 0.23% | 27 |
|
|
2018
Q2 | $338K | Buy |
3,423
+1
| +0% | +$99 | 0.21% | 28 |
|
|
2018
Q1 | $312K | Buy |
3,422
+111
| +3% | +$10.1K | 0.2% | 29 |
|
|
2017
Q4 | $283K | Buy |
3,311
+1
| +0% | +$85 | 0.17% | 30 |
|
|
2017
Q3 | $247K | Buy |
3,310
+1
| +0% | +$75 | 0.15% | 33 |
|
|
2017
Q2 | $228K | Hold |
3,309
| – | – | 0.15% | 34 |
|
|
2017
Q1 | $218K | Sell |
3,309
-199
| -6% | -$13.1K | 0.14% | 32 |
|
|
2016
Q4 | $218K | Sell |
3,508
-629
| -15% | -$39.1K | 0.15% | 32 |
|
|
2016
Q3 | $238K | Buy |
4,137
+931
| +29% | +$53.6K | 0.16% | 31 |
|
|
2016
Q2 | $164K | Buy |
3,206
+44
| +1% | +$2.25K | 0.11% | 33 |
|
|
2016
Q1 | $175K | Buy |
3,162
+1
| +0% | +$55 | 0.12% | 34 |
|
|
2015
Q4 | $175K | Buy |
3,161
+1
| +0% | +$55 | 0.12% | 34 |
|
|
2015
Q3 | $140K | Sell |
3,160
-99
| -3% | -$4.39K | 0.11% | 31 |
|
|
2015
Q2 | $144K | Buy |
3,259
+1
| +0% | +$44 | 0.1% | 38 |
|
|
2015
Q1 | $132K | Buy |
3,258
+101
| +3% | +$4.09K | 0.09% | 39 |
|
|
2014
Q4 | $147K | Buy |
+3,157
| New | +$147K | 0.11% | 32 |
|