RLIM
Red Lighthouse Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Buy |
15,268
+64
| +0.4% | +$31.8K | 2.9% | 8 |
|
|
2025
Q1 | $6.4M | Sell |
15,204
-1,738
| -10% | -$731K | 2.61% | 8 |
|
|
2024
Q4 | $6.67M | Buy |
16,942
+1,740
| +11% | +$685K | 2.64% | 8 |
|
|
2024
Q3 | $6.54M | Sell |
15,202
-7
| -0% | -$3.01K | 2.56% | 8 |
|
|
2024
Q2 | $6.8M | Buy |
15,209
+5
| +0% | +$2.24K | 2.85% | 8 |
|
|
2024
Q1 | $6.4M | Buy |
15,204
+36
| +0.2% | +$15.1K | 2.57% | 8 |
|
|
2023
Q4 | $5.7M | Buy |
15,168
+64
| +0.4% | +$24.1K | 2.39% | 8 |
|
|
2023
Q3 | $4.77M | Buy |
15,104
+267
| +2% | +$84.3K | 2.24% | 10 |
|
|
2023
Q2 | $5.05M | Hold |
14,837
| – | – | 2.31% | 10 |
|
|
2023
Q1 | $4.28M | Hold |
14,837
| – | – | 2.07% | 12 |
|
|
2022
Q4 | $3.56M | Buy |
+14,837
| New | +$3.56M | 1.79% | 12 |
|