Lyell Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8M | Buy |
90,100
+3,432
| +4% | +$1.71M | 3.54% | 2 |
|
|
2025
Q1 | $32.5M | Buy |
86,668
+7,477
| +9% | +$2.81M | 3.04% | 3 |
|
|
2024
Q4 | $33.4M | Buy |
79,191
+471
| +0.6% | +$199K | 2.99% | 4 |
|
|
2024
Q3 | $33.9M | Buy |
78,720
+1,026
| +1% | +$441K | 3.08% | 3 |
|
|
2024
Q2 | $34.7M | Buy |
77,694
+1,746
| +2% | +$780K | 3.32% | 3 |
|
|
2024
Q1 | $32M | Sell |
75,948
-183
| -0.2% | -$77K | 3.25% | 2 |
|
|
2023
Q4 | $28.6M | Buy |
76,131
+1,621
| +2% | +$610K | 3.25% | 3 |
|
|
2023
Q3 | $23.5M | Sell |
74,510
-686
| -0.9% | -$217K | 3.16% | 3 |
|
|
2023
Q2 | $25.6M | Sell |
75,196
-3,710
| -5% | -$1.26M | 3.27% | 3 |
|
|
2023
Q1 | $22.7M | Sell |
78,906
-3,572
| -4% | -$1.03M | 3.18% | 3 |
|
|
2022
Q4 | $19.8M | Sell |
82,478
-660
| -0.8% | -$158K | 3.12% | 2 |
|
|
2022
Q3 | $19.4M | Buy |
83,138
+1,048
| +1% | +$244K | 3.3% | 2 |
|
|
2022
Q2 | $21.1M | Buy |
82,090
+1,439
| +2% | +$370K | 3.44% | 2 |
|
|
2022
Q1 | $24.9M | Buy |
80,651
+3,540
| +5% | +$1.09M | 3.2% | 2 |
|
|
2021
Q4 | $25.9M | Buy |
77,111
+644
| +0.8% | +$217K | 2.96% | 3 |
|
|
2021
Q3 | $21.6M | Sell |
76,467
-244
| -0.3% | -$68.8K | 2.62% | 3 |
|
|
2021
Q2 | $20.8M | Buy |
76,711
+2,856
| +4% | +$774K | 2.57% | 4 |
|
|
2021
Q1 | $17.4M | Buy |
73,855
+747
| +1% | +$176K | 2.54% | 4 |
|
|
2020
Q4 | $16.3M | Buy |
73,108
+5,593
| +8% | +$1.24M | 2.6% | 6 |
|
|
2020
Q3 | $14.2M | Buy |
67,515
+2,021
| +3% | +$425K | 2.66% | 7 |
|
|
2020
Q2 | $13.3M | Buy |
65,494
+499
| +0.8% | +$102K | 2.92% | 6 |
|
|
2020
Q1 | $10.3M | Buy |
64,995
+2,959
| +5% | +$467K | 3.06% | 4 |
|
|
2019
Q4 | $9.78M | Sell |
62,036
-1,700
| -3% | -$268K | 2.61% | 4 |
|
|
2019
Q3 | $8.86M | Buy |
63,736
+2,149
| +3% | +$299K | 2.66% | 4 |
|
|
2019
Q2 | $8.25M | Buy |
61,587
+598
| +1% | +$80.1K | 2.49% | 5 |
|
|
2019
Q1 | $7.19M | Buy |
60,989
+2,434
| +4% | +$287K | 2.4% | 5 |
|
|
2018
Q4 | $5.95M | Buy |
58,555
+214
| +0.4% | +$21.7K | 2.48% | 5 |
|
|
2018
Q3 | $6.67M | Buy |
58,341
+2,998
| +5% | +$343K | 2.25% | 7 |
|
|
2018
Q2 | $5.46M | Buy |
55,343
+3,934
| +8% | +$388K | 1.99% | 10 |
|
|
2018
Q1 | $4.69M | Buy |
51,409
+2,499
| +5% | +$228K | 1.74% | 15 |
|
|
2017
Q4 | $4.18M | Sell |
48,910
-33
| -0.1% | -$2.82K | 1.66% | 21 |
|
|
2017
Q3 | $3.65M | Sell |
48,943
-1,475
| -3% | -$110K | 1.57% | 23 |
|
|
2017
Q2 | $3.48M | Sell |
50,418
-981
| -2% | -$67.6K | 1.69% | 17 |
|
|
2017
Q1 | $3.39M | Buy |
51,399
+8,081
| +19% | +$532K | 1.83% | 12 |
|
|
2016
Q4 | $2.69M | Buy |
+43,318
| New | +$2.69M | 1.67% | 20 |
|