SEC 13F Intelligence

First Personal Financial Services / MSFT

First Personal Financial Services’s Microsoft Corp Position

Does First Personal Financial Services own Microsoft Corp (MSFT)? Yes — 41.4K shares worth $18M (+3.77% of its 13F portfolio) as of Q3 2024, up from 38.9K shares the prior filed quarter.

Position Value
$18M
Q3 2024
Shares
41.4K
% of Portfolio
+3.77%
Quarters Held
24
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $7MQ3 ’19Q4 ’19: $7MQ1 ’20: $6MQ2 ’20: $8MQ2 ’20Q3 ’20: $8MQ4 ’20: $9MQ1 ’21: $9MQ1 ’21Q2 ’21: $10MQ3 ’21: $11MQ4 ’21: $13MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ3 ’22Q4 ’22: $9MQ1 ’23: $11MQ2 ’23: $13MQ2 ’23Q3 ’23: $11MQ4 ’23: $13MQ1 ’24: $14MQ1 ’24Q2 ’24: $17MQ3 ’24: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202441.4K$18M+3.77%
Q2 202438.9K$17M+3.93%
Q1 202434.5K$14M+3.36%
Q4 202335.7K$13M+3.26%
Q3 202336.2K$11M+2.97%
Q2 202336.8K$13M+3.11%
Q1 202337.8K$11M+2.82%
Q4 202237.5K$9M+2.43%
Q3 202237.9K$9M+2.56%
Q2 202237.9K$10M+2.72%
Q1 202238.2K$12M+2.75%
Q4 202138.7K$13M+2.92%
Q3 202138.3K$11M+2.68%
Q2 202138.4K$10M+2.66%
Q1 202138.5K$9M+2.48%
Q4 202038.5K$9M+2.44%
Q3 202037.7K$8M+2.52%
Q2 202039.1K$8M+2.72%
Q1 202040.3K$6M+2.45%
Q4 201943.6K$7M+2.23%
Q3 201949.0K$7M+2.12%
Q2 201965.2K$9M+2.49%
Q1 201968.2K$8M+2.45%
Q4 201870.2K$7M+2.46%

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