LWM
Lyons Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.88M | Hold |
11,897
| – | – | 5.49% | 6 |
|
|
2019
Q3 | $1.66M | Buy |
11,897
+900
| +8% | +$125K | 4.3% | 7 |
|
|
2019
Q2 | $1.47M | Buy |
10,997
+4,893
| +80% | +$656K | 3.52% | 7 |
|
|
2019
Q1 | $721K | Sell |
6,104
-5,489
| -47% | -$648K | 2.03% | 8 |
|
|
2018
Q4 | $1.18M | Buy |
11,593
+442
| +4% | +$44.9K | 3.84% | 3 |
|
|
2018
Q3 | $1.28M | Sell |
11,151
-229
| -2% | -$26.2K | 2.53% | 5 |
|
|
2018
Q2 | $1.12M | Buy |
11,380
+8,084
| +245% | +$798K | 1.61% | 8 |
|
|
2018
Q1 | $301K | Buy |
+3,296
| New | +$301K | 0.46% | 40 |
|
|
2017
Q4 | – | Sell |
-76,292
| Closed | -$5.68M | – | 52 |
|
|
2017
Q3 | $5.68M | Buy |
76,292
+55
| +0.1% | +$4.1K | 8.52% | 3 |
|
|
2017
Q2 | $5.25M | Buy |
76,237
+217
| +0.3% | +$15K | 7.37% | 3 |
|
|
2017
Q1 | $5.01M | Sell |
76,020
-236
| -0.3% | -$15.5K | 5.28% | 3 |
|
|
2016
Q4 | $4.74M | Buy |
76,256
+379
| +0.5% | +$23.6K | 6.47% | 3 |
|
|
2016
Q3 | $4.37M | Buy |
75,877
+348
| +0.5% | +$20K | 6.03% | 3 |
|
|
2016
Q2 | $3.87M | Sell |
75,529
-14,565
| -16% | -$745K | 5.83% | 3 |
|
|
2016
Q1 | $4.98M | Sell |
90,094
-25,994
| -22% | -$1.44M | 7.15% | 3 |
|
|
2015
Q4 | $6.44M | Sell |
116,088
-3,558
| -3% | -$197K | 8.22% | 3 |
|
|
2015
Q3 | $5.3M | Sell |
119,646
-3,367
| -3% | -$149K | 6.79% | 3 |
|
|
2015
Q2 | $5.43M | Buy |
123,013
+1,098
| +0.9% | +$48.5K | 6.18% | 3 |
|
|
2015
Q1 | $4.96M | Buy |
121,915
+877
| +0.7% | +$35.7K | 5.38% | 3 |
|
|
2014
Q4 | $5.62M | Buy |
121,038
+21,146
| +21% | +$981K | 5.89% | 3 |
|
|
2014
Q3 | $4.63M | Sell |
99,892
-23,206
| -19% | -$1.08M | 4.93% | 3 |
|
|
2014
Q2 | $5.14M | Buy |
123,098
+3,757
| +3% | +$157K | 4.58% | 3 |
|
|
2014
Q1 | $4.89M | Buy |
119,341
+4,885
| +4% | +$200K | 4.28% | 5 |
|
|
2013
Q4 | $4.28M | Buy |
114,456
+13,832
| +14% | +$517K | 4.02% | 7 |
|
|
2013
Q3 | $3.35M | Sell |
100,624
-7,516
| -7% | -$250K | 3.02% | 7 |
|
|
2013
Q2 | $3.74M | Buy |
+108,140
| New | +$3.74M | 3.79% | 7 |
|