MLA
My Legacy Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
19,776
+454
| +2% | +$228K | 3.53% | 2 |
|
|
2025
Q1 | $7.25M | Buy |
19,322
+163
| +0.9% | +$61.2K | 2.8% | 4 |
|
|
2024
Q4 | $8.17M | Buy |
19,159
+376
| +2% | +$160K | 3.17% | 4 |
|
|
2024
Q3 | $8.08M | Sell |
18,783
-3,691
| -16% | -$1.59M | 3.19% | 4 |
|
|
2024
Q2 | $10M | Sell |
22,474
-308
| -1% | -$138K | 3.21% | 4 |
|
|
2024
Q1 | $9.58M | Buy |
22,782
+802
| +4% | +$337K | 3.21% | 4 |
|
|
2023
Q4 | $8.45M | Sell |
21,980
-539
| -2% | -$207K | 3.05% | 4 |
|
|
2023
Q3 | $7.46M | Sell |
22,519
-334
| -1% | -$111K | 3.03% | 3 |
|
|
2023
Q2 | $7.83M | Buy |
22,853
+3,093
| +16% | +$1.06M | 3.08% | 3 |
|
|
2023
Q1 | $5.72M | Buy |
19,760
+313
| +2% | +$90.6K | 2.45% | 4 |
|
|
2022
Q4 | $5.02M | Buy |
19,447
+694
| +4% | +$179K | 2.14% | 6 |
|
|
2022
Q3 | $4.29M | Buy |
18,753
+896
| +5% | +$205K | 2.16% | 5 |
|
|
2022
Q2 | $4.72M | Buy |
17,857
+1,218
| +7% | +$322K | 2.36% | 4 |
|
|
2022
Q1 | $5.13M | Buy |
+16,639
| New | +$5.13M | 2.38% | 7 |
|