SEC 13F Intelligence

Western Financial Corp / MSFT

Western Financial Corp’s Microsoft Corp Position

Does Western Financial Corp own Microsoft Corp (MSFT)? Yes — 6.2K shares worth $1M (+1.02% of its 13F portfolio) as of Q3 2022, up from 5.5K shares the prior filed quarter.

Position Value
$1M
Q3 2022
Shares
6.2K
% of Portfolio
+1.02%
Quarters Held
8
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ1 ’21Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20226.2K$1M+1.02%
Q2 20225.5K$1M+1.00%
Q1 20225.7K$2M+1.02%
Q4 20215.3K$2M+0.94%
Q3 20215.0K$1M+0.84%
Q2 20215.1K$1M+0.75%
Q1 20214.8K$1M+0.70%
Q4 20204.5K$1M+0.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Western Financial Corp’s full portfolio or all institutional holders of MSFT.