Lutz Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
3,165
+138
| +5% | +$68.6K | 0.12% | 54 |
|
|
2025
Q1 | $1.14M | Sell |
3,027
-17
| -0.6% | -$6.38K | 0.09% | 57 |
|
|
2024
Q4 | $1.28M | Sell |
3,044
-75
| -2% | -$31.6K | 0.1% | 57 |
|
|
2024
Q3 | $1.34M | Buy |
3,119
+31
| +1% | +$13.3K | 0.11% | 53 |
|
|
2024
Q2 | $1.38M | Sell |
3,088
-8
| -0.3% | -$3.58K | 0.12% | 52 |
|
|
2024
Q1 | $1.3M | Buy |
3,096
+183
| +6% | +$77K | 0.11% | 52 |
|
|
2023
Q4 | $1.1M | Sell |
2,913
-182
| -6% | -$68.4K | 0.1% | 55 |
|
|
2023
Q3 | $977K | Sell |
3,095
-131
| -4% | -$41.4K | 0.11% | 54 |
|
|
2023
Q2 | $1.1M | Buy |
3,226
+244
| +8% | +$83.1K | 0.12% | 53 |
|
|
2023
Q1 | $860K | Buy |
2,982
+203
| +7% | +$58.5K | 0.1% | 56 |
|
|
2022
Q4 | $666K | Buy |
2,779
+178
| +7% | +$42.7K | 0.08% | 58 |
|
|
2022
Q3 | $606K | Buy |
+2,601
| New | +$606K | 0.08% | 56 |
|