Fernwood Investment Management, LLC / MSFT
Fernwood Investment Management, LLC’s Microsoft Corp Position
Does Fernwood Investment Management, LLC own Microsoft Corp (MSFT)? Yes — 13.0K shares worth $5M (+1.91% of its 13F portfolio) as of Q4 2024, down from 13.6K shares the prior filed quarter.
Position Value
$5M
Q4 2024
Shares
13.0K
% of Portfolio
+1.91%
Quarters Held
25
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 13.0K | $5M | +1.91% |
| Q3 2024 | 13.6K | $6M | +1.90% |
| Q2 2024 | 14.6K | $7M | +2.02% |
| Q1 2024 | 18.6K | $7M | +2.12% |
| Q4 2023 | 22.2K | $8M | +2.52% |
| Q3 2023 | 18.2K | $6M | +1.98% |
| Q2 2023 | 17.7K | $6M | +1.99% |
| Q1 2023 | 12.9K | $4M | +1.42% |
| Q4 2022 | 7.7K | $2M | +0.77% |
| Q3 2022 | 7.6K | $2M | +0.75% |
| Q2 2022 | 7.6K | $2M | +0.84% |
| Q1 2022 | 7.4K | $2M | +0.80% |
| Q4 2021 | 7.5K | $3M | +0.83% |
| Q3 2021 | 7.4K | $2M | +0.72% |
| Q2 2021 | 7.4K | $2M | +0.66% |
| Q1 2021 | 6.8K | $2M | +0.59% |
| Q4 2020 | 6.7K | $1M | +0.58% |
| Q3 2020 | 6.7K | $1M | +0.66% |
| Q2 2020 | 6.8K | $1M | +0.68% |
| Q1 2020 | 6.7K | $1M | +0.67% |
| Q4 2019 | 6.5K | $1M | +0.49% |
| Q3 2019 | 11.1K | $2M | +0.77% |
| Q2 2019 | 5.3K | $717,000 | +0.39% |
| Q1 2019 | 6.1K | $716,000 | +0.38% |
| Q4 2018 | 6.1K | $620,000 | +0.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fernwood Investment Management, LLC’s full portfolio or all institutional holders of MSFT.