LI
LVZ Inc’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
4,593
+132
| +3% | +$65.7K | 0.27% | 30 |
|
|
2025
Q1 | $1.67M | Buy |
4,461
+132
| +3% | +$49.5K | 0.22% | 36 |
|
|
2024
Q4 | $1.82M | Buy |
4,329
+375
| +9% | +$158K | 0.23% | 34 |
|
|
2024
Q3 | $1.7M | Buy |
3,954
+55
| +1% | +$23.7K | 0.22% | 37 |
|
|
2024
Q2 | $1.74M | Buy |
3,899
+704
| +22% | +$315K | 0.24% | 34 |
|
|
2024
Q1 | $1.34M | Buy |
3,195
+178
| +6% | +$74.9K | 0.18% | 37 |
|
|
2023
Q4 | $1.13M | Buy |
3,017
+566
| +23% | +$213K | 0.16% | 45 |
|
|
2023
Q3 | $774K | Sell |
2,451
-138
| -5% | -$43.6K | 0.12% | 45 |
|
|
2023
Q2 | $882K | Buy |
2,589
+230
| +10% | +$78.3K | 0.12% | 53 |
|
|
2023
Q1 | $680K | Sell |
2,359
-9
| -0.4% | -$2.6K | 0.1% | 61 |
|
|
2022
Q4 | $568K | Buy |
2,368
+320
| +16% | +$76.8K | 0.09% | 63 |
|
|
2022
Q3 | $477K | Buy |
2,048
+449
| +28% | +$105K | 0.08% | 60 |
|
|
2022
Q2 | $411K | Hold |
1,599
| – | – | 0.07% | 66 |
|
|
2022
Q1 | $493K | Sell |
1,599
-177
| -10% | -$54.6K | 0.07% | 61 |
|
|
2021
Q4 | $597K | Buy |
1,776
+7
| +0.4% | +$2.35K | 0.08% | 54 |
|
|
2021
Q3 | $499K | Buy |
1,769
+1
| +0.1% | +$282 | 0.07% | 54 |
|
|
2021
Q2 | $479K | Buy |
1,768
+2
| +0.1% | +$542 | 0.07% | 59 |
|
|
2021
Q1 | $416K | Sell |
1,766
-7
| -0.4% | -$1.65K | 0.06% | 62 |
|
|
2020
Q4 | $394K | Buy |
1,773
+1
| +0.1% | +$222 | 0.07% | 64 |
|
|
2020
Q3 | $373K | Buy |
1,772
+77
| +5% | +$16.2K | 0.08% | 58 |
|
|
2020
Q2 | $345K | Buy |
1,695
+4
| +0.2% | +$814 | 0.08% | 62 |
|
|
2020
Q1 | $267K | Buy |
1,691
+148
| +10% | +$23.4K | 0.07% | 59 |
|
|
2019
Q4 | $243K | Sell |
1,543
-39
| -2% | -$6.14K | 0.05% | 73 |
|
|
2019
Q3 | $220K | Buy |
1,582
+71
| +5% | +$9.87K | 0.05% | 72 |
|
|
2019
Q2 | $202K | Buy |
+1,511
| New | +$202K | 0.05% | 71 |
|
|
2018
Q1 | – | Sell |
-2,511
| Closed | -$215K | – | 74 |
|
|
2017
Q4 | $215K | Buy |
+2,511
| New | +$215K | 0.06% | 66 |
|