LPWM LLC’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Buy |
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|
2025
Q2 | $644K | Hold |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q3 | $218K | Buy |
|