WLIM
White Lighthouse Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
6,762
+284
| +4% | +$141K | 0.55% | 36 |
|
|
2025
Q1 | $2.43M | Buy |
6,478
+221
| +4% | +$83K | 0.43% | 38 |
|
|
2024
Q4 | $2.64M | Sell |
6,257
-10
| -0.2% | -$4.22K | 0.46% | 38 |
|
|
2024
Q3 | $2.7M | Sell |
6,267
-63
| -1% | -$27.1K | 0.48% | 39 |
|
|
2024
Q2 | $2.83M | Buy |
6,330
+550
| +10% | +$246K | 0.55% | 35 |
|
|
2024
Q1 | $2.43M | Buy |
5,780
+13
| +0.2% | +$5.47K | 0.49% | 37 |
|
|
2023
Q4 | $2.17M | Buy |
5,767
+114
| +2% | +$42.9K | 0.47% | 38 |
|
|
2023
Q3 | $1.79M | Buy |
5,653
+152
| +3% | +$48K | 0.43% | 40 |
|
|
2023
Q2 | $1.87M | Sell |
5,501
-10
| -0.2% | -$3.41K | 0.45% | 39 |
|
|
2023
Q1 | $1.59M | Buy |
5,511
+24
| +0.4% | +$6.92K | 0.4% | 43 |
|
|
2022
Q4 | $1.32M | Sell |
5,487
-49
| -0.9% | -$11.8K | 0.36% | 46 |
|
|
2022
Q3 | $1.29M | Buy |
5,536
+24
| +0.4% | +$5.59K | 0.38% | 48 |
|
|
2022
Q2 | $1.42M | Sell |
5,512
-52
| -0.9% | -$13.4K | 0.41% | 46 |
|
|
2022
Q1 | $1.72M | Sell |
5,564
-12
| -0.2% | -$3.7K | 0.44% | 44 |
|
|
2021
Q4 | $1.88M | Buy |
5,576
+52
| +0.9% | +$17.5K | 0.47% | 44 |
|
|
2021
Q3 | $1.56M | Sell |
5,524
-45
| -0.8% | -$12.7K | 0.42% | 47 |
|
|
2021
Q2 | $1.51M | Sell |
5,569
-112
| -2% | -$30.3K | 0.41% | 49 |
|
|
2021
Q1 | $1.34M | Buy |
5,681
+927
| +19% | +$218K | 0.41% | 48 |
|
|
2020
Q4 | $1.06M | Sell |
4,754
-49
| -1% | -$10.9K | 0.34% | 57 |
|
|
2020
Q3 | $1.01M | Sell |
4,803
-17
| -0.4% | -$3.58K | 0.35% | 55 |
|
|
2020
Q2 | $981K | Sell |
4,820
-267
| -5% | -$54.3K | 0.36% | 55 |
|
|
2020
Q1 | $802K | Buy |
5,087
+159
| +3% | +$25.1K | 0.34% | 57 |
|
|
2019
Q4 | $777K | Sell |
4,928
-293
| -6% | -$46.2K | 0.29% | 63 |
|
|
2019
Q3 | $726K | Buy |
5,221
+191
| +4% | +$26.6K | 0.29% | 64 |
|
|
2019
Q2 | $674K | Sell |
5,030
-134
| -3% | -$18K | 0.28% | 67 |
|
|
2019
Q1 | $609K | Sell |
5,164
-205
| -4% | -$24.2K | 0.28% | 67 |
|
|
2018
Q4 | $545K | Buy |
5,369
+231
| +4% | +$23.4K | 0.3% | 67 |
|
|
2018
Q3 | $588K | Sell |
5,138
-19
| -0.4% | -$2.17K | 0.3% | 66 |
|
|
2018
Q2 | $508K | Sell |
5,157
-80
| -2% | -$7.88K | 0.28% | 66 |
|
|
2018
Q1 | $478K | Buy |
5,237
+1
| +0% | +$91 | 0.27% | 73 |
|
|
2017
Q4 | $448K | Buy |
+5,236
| New | +$448K | 0.26% | 77 |
|