LWM Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
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|
2025
Q1 | $3.57M | Sell |
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|
2024
Q4 | $4.01M | Sell |
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|
2024
Q3 | $4.48M | Buy |
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|
2024
Q2 | $3.25M | Sell |
|
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|
2024
Q1 | $3.64M | Buy |
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|
2023
Q4 | $3.25M | Buy |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.57M | Sell |
|
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $3.75M | Buy |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $4.51M | Buy |
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|
2021
Q4 | $4.63M | Buy |
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