LFASL
Lugano Financial Advisors SA (LFA)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
6,471
+310
| +5% | +$154K | 1.91% | 14 |
|
|
2025
Q1 | $2.31M | Buy |
6,161
+186
| +3% | +$69.8K | 1.57% | 20 |
|
|
2024
Q4 | $2.52M | Buy |
5,975
+218
| +4% | +$91.9K | 1.65% | 23 |
|
|
2024
Q3 | $2.48M | Buy |
5,757
+327
| +6% | +$141K | 1.68% | 20 |
|
|
2024
Q2 | $2.43M | Sell |
5,430
-27
| -0.5% | -$12.1K | 1.85% | 19 |
|
|
2024
Q1 | $2.3M | Sell |
5,457
-103
| -2% | -$43.3K | 1.67% | 22 |
|
|
2023
Q4 | $2.09M | Buy |
5,560
+18
| +0.3% | +$6.77K | 1.64% | 21 |
|
|
2023
Q3 | $1.75M | Sell |
5,542
-2,657
| -32% | -$839K | 1.5% | 20 |
|
|
2023
Q2 | $2.79M | Buy |
8,199
+2,376
| +41% | +$809K | 1.86% | 20 |
|
|
2023
Q1 | $1.68M | Buy |
5,823
+475
| +9% | +$137K | 1.27% | 23 |
|
|
2022
Q4 | $1.28M | Sell |
5,348
-1,266
| -19% | -$304K | 0.95% | 27 |
|
|
2022
Q3 | $1.54M | Buy |
6,614
+780
| +13% | +$182K | 1.21% | 27 |
|
|
2022
Q2 | $1.5M | Buy |
5,834
+457
| +8% | +$117K | 1.05% | 28 |
|
|
2022
Q1 | $1.66M | Sell |
5,377
-1,323
| -20% | -$408K | 1.11% | 28 |
|
|
2021
Q4 | $2.25M | Buy |
6,700
+440
| +7% | +$148K | 1.3% | 25 |
|
|
2021
Q3 | $1.77M | Buy |
6,260
+429
| +7% | +$121K | 1.16% | 28 |
|
|
2021
Q2 | $1.58M | Buy |
5,831
+1,090
| +23% | +$295K | 0.99% | 28 |
|
|
2021
Q1 | $1.12M | Buy |
4,741
+57
| +1% | +$13.4K | 0.78% | 29 |
|
|
2020
Q4 | $1.04M | Sell |
4,684
-27
| -0.6% | -$6.01K | 0.81% | 27 |
|
|
2020
Q3 | $1.06M | Sell |
4,711
-88
| -2% | -$19.8K | 0.99% | 25 |
|
|
2020
Q2 | $969K | Sell |
4,799
-1,696
| -26% | -$342K | 1.02% | 24 |
|
|
2020
Q1 | $1.11M | Sell |
6,495
-266
| -4% | -$45.3K | 0.99% | 22 |
|
|
2019
Q4 | $1.07M | Buy |
+6,761
| New | +$1.07M | 0.78% | 24 |
|
|
2019
Q2 | $26K | Buy |
191
+140
| +275% | +$19.1K | 0.02% | 120 |
|
|
2019
Q1 | $6K | Sell |
51
-2,764
| -98% | -$325K | ﹤0.01% | 126 |
|
|
2018
Q4 | $322K | Hold |
2,815
| – | – | 0.22% | 56 |
|
|
2018
Q3 | $322K | Buy |
2,815
+1,395
| +98% | +$160K | 0.22% | 56 |
|
|
2018
Q2 | $139K | Buy |
+1,420
| New | +$139K | 0.13% | 75 |
|