LWM
Luminvest Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
1,631
+1
| +0.1% | +$497 | 0.29% | 22 |
|
|
2025
Q1 | $612K | Hold |
1,630
| – | – | 0.25% | 22 |
|
|
2024
Q4 | $687K | Buy |
1,630
+29
| +2% | +$12.2K | 0.28% | 22 |
|
|
2024
Q3 | $689K | Buy |
1,601
+107
| +7% | +$46K | 0.29% | 21 |
|
|
2024
Q2 | $658K | Buy |
1,494
+994
| +199% | +$438K | 0.31% | 20 |
|
|
2024
Q1 | $214K | Hold |
500
| – | – | 0.13% | 20 |
|
|
2023
Q4 | $201K | Buy |
+500
| New | +$201K | 0.13% | 21 |
|