LL
LPWM LLC’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Hold |
1,294
| – | – | 0.19% | 49 |
|
|
2025
Q1 | $486K | Buy |
1,294
+90
| +7% | +$33.8K | 0.16% | 55 |
|
|
2024
Q4 | $507K | Hold |
1,204
| – | – | 0.16% | 54 |
|
|
2024
Q3 | $502K | Hold |
1,204
| – | – | 0.16% | 52 |
|
|
2024
Q2 | $561K | Buy |
1,204
+2
| +0.2% | +$932 | 0.19% | 49 |
|
|
2024
Q1 | $509K | Hold |
1,202
| – | – | 0.19% | 46 |
|
|
2023
Q4 | $442K | Buy |
1,202
+386
| +47% | +$142K | 0.17% | 46 |
|
|
2023
Q3 | $263K | Hold |
816
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $276K | Hold |
816
| – | – | 0.12% | 53 |
|
|
2023
Q1 | $235K | Buy |
+816
| New | +$235K | 0.11% | 59 |
|
|
2022
Q3 | – | Sell |
-816
| Closed | -$218K | – | 62 |
|
|
2022
Q2 | $218K | Hold |
816
| – | – | 0.12% | 57 |
|
|
2022
Q1 | $246K | Sell |
816
-62
| -7% | -$18.7K | 0.12% | 62 |
|
|
2021
Q4 | $295K | Hold |
878
| – | – | 0.16% | 55 |
|
|
2021
Q3 | $254K | Sell |
878
-156
| -15% | -$45.1K | 0.15% | 51 |
|
|
2021
Q2 | $287K | Hold |
1,034
| – | – | 0.17% | 50 |
|
|
2021
Q1 | $251K | Sell |
1,034
-50
| -5% | -$12.1K | 0.17% | 50 |
|
|
2020
Q4 | $241K | Buy |
1,084
+56
| +5% | +$12.5K | 0.18% | 49 |
|
|
2020
Q3 | $218K | Buy |
+1,028
| New | +$218K | 0.18% | 47 |
|