LA
Lynch & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7M | Sell |
103,923
-605
| -0.6% | -$301K | 10.41% | 1 |
|
|
2025
Q1 | $39.2M | Sell |
104,528
-1,061
| -1% | -$398K | 8.49% | 1 |
|
|
2024
Q4 | $44.5M | Sell |
105,589
-590
| -0.6% | -$249K | 9.66% | 1 |
|
|
2024
Q3 | $45.7M | Sell |
106,179
-929
| -0.9% | -$400K | 9.66% | 1 |
|
|
2024
Q2 | $47.9M | Buy |
107,108
+3,158
| +3% | +$1.41M | 10.79% | 1 |
|
|
2024
Q1 | $43.7M | Sell |
103,950
-7,005
| -6% | -$2.95M | 10.1% | 1 |
|
|
2023
Q4 | $41.7M | Sell |
110,955
-1,939
| -2% | -$729K | 10.14% | 1 |
|
|
2023
Q3 | $35.6M | Sell |
112,894
-231
| -0.2% | -$72.9K | 9.4% | 1 |
|
|
2023
Q2 | $38.5M | Sell |
113,125
-2,404
| -2% | -$819K | 9.86% | 1 |
|
|
2023
Q1 | $33.3M | Sell |
115,529
-618
| -0.5% | -$178K | 8.74% | 1 |
|
|
2022
Q4 | $27.9M | Sell |
116,147
-1,108
| -0.9% | -$266K | 7.28% | 1 |
|
|
2022
Q3 | $27.3M | Sell |
117,255
-2,939
| -2% | -$685K | 7.99% | 1 |
|
|
2022
Q2 | $30.9M | Buy |
120,194
+378
| +0.3% | +$97.1K | 8.4% | 1 |
|
|
2022
Q1 | $36.9M | Sell |
119,816
-2,953
| -2% | -$910K | 8.95% | 1 |
|
|
2021
Q4 | $41.3M | Sell |
122,769
-2,827
| -2% | -$951K | 9.75% | 1 |
|
|
2021
Q3 | $35.4M | Sell |
125,596
-2,316
| -2% | -$653K | 9.17% | 1 |
|
|
2021
Q2 | $34.7M | Sell |
127,912
-4,315
| -3% | -$1.17M | 8.89% | 1 |
|
|
2021
Q1 | $31.2M | Sell |
132,227
-2,806
| -2% | -$662K | 8.42% | 1 |
|
|
2020
Q4 | $30M | Sell |
135,033
-1,879
| -1% | -$418K | 8.18% | 2 |
|
|
2020
Q3 | $28.8M | Sell |
136,912
-1,677
| -1% | -$353K | 8.62% | 2 |
|
|
2020
Q2 | $28.2M | Sell |
138,589
-2,398
| -2% | -$488K | 9.12% | 1 |
|
|
2020
Q1 | $22.2M | Sell |
140,987
-5,515
| -4% | -$870K | 8.17% | 1 |
|
|
2019
Q4 | $23.1M | Sell |
146,502
-2,285
| -2% | -$360K | 6.64% | 2 |
|
|
2019
Q3 | $20.7M | Sell |
148,787
-2,594
| -2% | -$361K | 6.33% | 2 |
|
|
2019
Q2 | $20.3M | Sell |
151,381
-3,726
| -2% | -$499K | 6.59% | 1 |
|
|
2019
Q1 | $18.3M | Buy |
155,107
+2,400
| +2% | +$283K | 6.07% | 1 |
|
|
2018
Q4 | $15.5M | Buy |
152,707
+6,925
| +5% | +$703K | 5.79% | 1 |
|
|
2018
Q3 | $16.7M | Sell |
145,782
-3,718
| -2% | -$425K | 5.63% | 1 |
|
|
2018
Q2 | $14.7M | Buy |
149,500
+1,678
| +1% | +$165K | 5.34% | 1 |
|
|
2018
Q1 | $13.5M | Sell |
147,822
-2,476
| -2% | -$226K | 5.16% | 1 |
|
|
2017
Q4 | $12.9M | Sell |
150,298
-1,385
| -0.9% | -$118K | 4.82% | 2 |
|
|
2017
Q3 | $11.3M | Sell |
151,683
-1,153
| -0.8% | -$85.9K | 4.49% | 2 |
|
|
2017
Q2 | $10.5M | Buy |
152,836
+2,778
| +2% | +$191K | 4.16% | 3 |
|
|
2017
Q1 | $9.88M | Sell |
150,058
-2,052
| -1% | -$135K | 4.03% | 3 |
|
|
2016
Q4 | $9.45M | Buy |
152,110
+2,253
| +2% | +$140K | 3.98% | 4 |
|
|
2016
Q3 | $8.63M | Sell |
149,857
-347
| -0.2% | -$20K | 3.8% | 4 |
|
|
2016
Q2 | $7.69M | Buy |
150,204
+748
| +0.5% | +$38.3K | 3.43% | 4 |
|
|
2016
Q1 | $8.25M | Buy |
149,456
+6,771
| +5% | +$374K | 3.92% | 4 |
|
|
2015
Q4 | $7.92M | Buy |
142,685
+1,042
| +0.7% | +$57.8K | 4.06% | 4 |
|
|
2015
Q3 | $6.27M | Buy |
141,643
+877
| +0.6% | +$38.8K | 3.47% | 4 |
|
|
2015
Q2 | $6.22M | Buy |
140,766
+7,866
| +6% | +$347K | 3.24% | 5 |
|
|
2015
Q1 | $5.4M | Buy |
132,900
+325
| +0.2% | +$13.2K | 2.84% | 5 |
|
|
2014
Q4 | $6.16M | Buy |
132,575
+225
| +0.2% | +$10.5K | 3.31% | 4 |
|
|
2014
Q3 | $6.14M | Buy |
132,350
+1,208
| +0.9% | +$56K | 3.45% | 4 |
|
|
2014
Q2 | $5.47M | Buy |
131,142
+278
| +0.2% | +$11.6K | 3.12% | 5 |
|
|
2014
Q1 | $5.36M | Buy |
130,864
+3,302
| +3% | +$135K | 3.16% | 5 |
|
|
2013
Q4 | $4.77M | Buy |
127,562
+6,748
| +6% | +$252K | 2.85% | 7 |
|
|
2013
Q3 | $4.02M | Buy |
120,814
+1,831
| +2% | +$60.9K | 2.68% | 8 |
|
|
2013
Q2 | $4.11M | Buy |
+118,983
| New | +$4.11M | 2.84% | 7 |
|