LPL Financial’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46B | Buy |
8,960,405
+575,497
| +7% | +$286M | 1.49% | 5 |
|
|
2025
Q1 | $3.15B | Buy |
8,384,908
+450,323
| +6% | +$169M | 1.22% | 6 |
|
|
2024
Q4 | $3.34B | Buy |
7,934,585
+582,959
| +8% | +$246M | 1.36% | 7 |
|
|
2024
Q3 | $3.16B | Buy |
7,351,626
+461,851
| +7% | +$199M | 1.41% | 6 |
|
|
2024
Q2 | $3.08B | Buy |
6,889,775
+512,971
| +8% | +$229M | 1.53% | 6 |
|
|
2024
Q1 | $2.68B | Buy |
6,376,804
+280,951
| +5% | +$118M | 1.44% | 6 |
|
|
2023
Q4 | $2.29B | Buy |
6,095,853
+401,451
| +7% | +$151M | 1.39% | 8 |
|
|
2023
Q3 | $1.8B | Buy |
5,694,402
+451,698
| +9% | +$143M | 1.26% | 9 |
|
|
2023
Q2 | $1.79B | Buy |
5,242,704
+178,534
| +4% | +$60.8M | 1.28% | 9 |
|
|
2023
Q1 | $1.46B | Buy |
5,064,170
+239,273
| +5% | +$69M | 1.14% | 11 |
|
|
2022
Q4 | $1.16B | Buy |
4,824,897
+90,426
| +2% | +$21.7M | 0.99% | 10 |
|
|
2022
Q3 | $1.1B | Buy |
4,734,471
+106,228
| +2% | +$24.7M | 1.06% | 10 |
|
|
2022
Q2 | $1.19B | Buy |
4,628,243
+205,898
| +5% | +$52.9M | 1.13% | 9 |
|
|
2022
Q1 | $1.36B | Buy |
4,422,345
+45,670
| +1% | +$14.1M | 1.17% | 10 |
|
|
2021
Q4 | $1.47B | Buy |
4,376,675
+185,726
| +4% | +$62.5M | 1.24% | 11 |
|
|
2021
Q3 | $1.18B | Buy |
4,190,949
+231,262
| +6% | +$65.2M | 1.11% | 14 |
|
|
2021
Q2 | $1.07B | Buy |
3,959,687
+251,470
| +7% | +$68.1M | 1.08% | 15 |
|
|
2021
Q1 | $874M | Buy |
3,708,217
+77,019
| +2% | +$18.2M | 1.01% | 16 |
|
|
2020
Q4 | $808M | Buy |
3,631,198
+488,424
| +16% | +$109M | 1.05% | 16 |
|
|
2020
Q3 | $661M | Buy |
3,142,774
+242,513
| +8% | +$51M | 1.03% | 17 |
|
|
2020
Q2 | $590M | Buy |
2,900,261
+217,910
| +8% | +$44.3M | 1.03% | 18 |
|
|
2020
Q1 | $423M | Buy |
2,682,351
+266,392
| +11% | +$42M | 0.91% | 21 |
|
|
2019
Q4 | $381M | Buy |
2,415,959
+242,585
| +11% | +$38.3M | 0.69% | 27 |
|
|
2019
Q3 | $302M | Buy |
2,173,374
+98,639
| +5% | +$13.7M | 0.62% | 29 |
|
|
2019
Q2 | $278M | Buy |
2,074,735
+99,844
| +5% | +$13.4M | 0.59% | 30 |
|
|
2019
Q1 | $233M | Buy |
1,974,891
+115,258
| +6% | +$13.6M | 0.53% | 32 |
|
|
2018
Q4 | $189M | Buy |
1,859,633
+148,241
| +9% | +$15.1M | 0.5% | 37 |
|
|
2018
Q3 | $196M | Buy |
1,711,392
+62,277
| +4% | +$7.12M | 0.47% | 35 |
|
|
2018
Q2 | $163M | Sell |
1,649,115
-4,463
| -0.3% | -$440K | 0.43% | 43 |
|
|
2018
Q1 | $151M | Buy |
1,653,578
+87,174
| +6% | +$7.96M | 0.42% | 45 |
|
|
2017
Q4 | $134M | Buy |
1,566,404
+82,546
| +6% | +$7.06M | 0.41% | 45 |
|
|
2017
Q3 | $111M | Buy |
1,483,858
+90,424
| +6% | +$6.74M | 0.39% | 50 |
|
|
2017
Q2 | $96M | Buy |
1,393,434
+1,099,590
| +374% | +$75.8M | 0.36% | 55 |
|
|
2017
Q1 | $19.3M | Sell |
293,844
-6,349
| -2% | -$416K | 0.13% | 124 |
|
|
2016
Q4 | $18.8M | Buy |
300,193
+20,925
| +7% | +$1.31M | 0.14% | 119 |
|
|
2016
Q3 | $16M | Buy |
279,268
+930
| +0.3% | +$53.2K | 0.15% | 118 |
|
|
2016
Q2 | $14.3M | Sell |
278,338
-1,594,258
| -85% | -$81.9M | 0.12% | 132 |
|
|
2016
Q1 | $102M | Buy |
1,872,596
+201,960
| +12% | +$11M | 0.28% | 77 |
|
|
2015
Q4 | $92M | Buy |
1,670,636
+654,710
| +64% | +$36M | 0.26% | 85 |
|
|
2015
Q3 | $47.4M | Sell |
1,015,926
-19,573
| -2% | -$913K | 0.26% | 84 |
|
|
2015
Q2 | $46M | Sell |
1,035,499
-4,301
| -0.4% | -$191K | 0.23% | 88 |
|
|
2015
Q1 | $42.3M | Sell |
1,039,800
-57,420
| -5% | -$2.34M | 0.22% | 96 |
|
|
2014
Q4 | $51M | Buy |
1,097,220
+16,710
| +2% | +$776K | 0.28% | 71 |
|
|
2014
Q3 | $49.6M | Buy |
1,080,510
+53,599
| +5% | +$2.46M | 0.3% | 65 |
|
|
2014
Q2 | $42.8M | Buy |
1,026,911
+19,609
| +2% | +$818K | 0.25% | 76 |
|
|
2014
Q1 | $41.3M | Buy |
1,007,302
+38,489
| +4% | +$1.58M | 0.25% | 77 |
|
|
2013
Q4 | $36.2M | Buy |
968,813
+22,774
| +2% | +$852K | 0.23% | 90 |
|
|
2013
Q3 | $32.6M | Buy |
946,039
+22,490
| +2% | +$775K | 0.22% | 91 |
|
|
2013
Q2 | $31.9M | Buy |
+923,549
| New | +$31.9M | 0.23% | 84 |
|