Lowery Thomas LLC’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Sell |
1,246
-100
| -7% | -$49.7K | 0.4% | 41 |
|
|
2025
Q1 | $505K | Sell |
1,346
-57
| -4% | -$21.4K | 0.35% | 43 |
|
|
2024
Q4 | $591K | Buy |
1,403
+161
| +13% | +$67.8K | 0.39% | 41 |
|
|
2024
Q3 | $534K | Buy |
1,242
+2
| +0.2% | +$860 | 0.36% | 42 |
|
|
2024
Q2 | $554K | Buy |
1,240
+102
| +9% | +$45.6K | 0.4% | 36 |
|
|
2024
Q1 | $479K | Sell |
1,138
-130
| -10% | -$54.7K | 0.37% | 36 |
|
|
2023
Q4 | $477K | Sell |
1,268
-79
| -6% | -$29.7K | 0.41% | 38 |
|
|
2023
Q3 | $425K | Buy |
1,347
+2
| +0.1% | +$631 | 0.41% | 38 |
|
|
2023
Q2 | $458K | Buy |
1,345
+370
| +38% | +$126K | 0.45% | 34 |
|
|
2023
Q1 | $281K | Sell |
975
-32
| -3% | -$9.22K | 0.31% | 39 |
|
|
2022
Q4 | $242K | Sell |
1,007
-93
| -8% | -$22.3K | 0.29% | 35 |
|
|
2022
Q3 | $257K | Buy |
1,100
+3
| +0.3% | +$701 | 0.3% | 38 |
|
|
2022
Q2 | $282K | Sell |
1,097
-804
| -42% | -$207K | 0.27% | 39 |
|
|
2022
Q1 | $586K | Buy |
1,901
+334
| +21% | +$103K | 0.45% | 36 |
|
|
2021
Q4 | $527K | Buy |
+1,567
| New | +$527K | 0.36% | 40 |
|