Aevitas Wealth Management, Inc. / MSFT
Aevitas Wealth Management, Inc.’s Microsoft Corp Position
Does Aevitas Wealth Management, Inc. own Microsoft Corp (MSFT)? Yes — 36.1K shares worth $9M (+5.12% of its 13F portfolio) as of Q4 2022, up from 36.1K shares the prior filed quarter.
Position Value
$9M
Q4 2022
Shares
36.1K
% of Portfolio
+5.12%
Quarters Held
17
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 36.1K | $9M | +5.12% |
| Q3 2022 | 36.1K | $8M | +6.31% |
| Q2 2022 | 35.6K | $9M | +6.19% |
| Q1 2022 | 35.5K | $11M | +6.69% |
| Q4 2021 | 37.0K | $12M | +7.42% |
| Q3 2021 | 37.8K | $11M | +6.80% |
| Q2 2021 | 37.4K | $10M | +6.47% |
| Q1 2021 | 35.2K | $8M | +5.79% |
| Q4 2020 | 34.6K | $8M | +5.64% |
| Q3 2020 | 34.0K | $7M | +5.93% |
| Q2 2020 | 33.5K | $7M | +6.31% |
| Q1 2020 | 31.9K | $5M | +5.63% |
| Q4 2019 | 33.3K | $5M | +4.96% |
| Q3 2019 | 32.8K | $5M | +4.58% |
| Q2 2019 | 34.2K | $5M | +4.62% |
| Q1 2019 | 35.5K | $4M | +3.73% |
| Q4 2018 | 34.4K | $3M | +3.57% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aevitas Wealth Management, Inc.’s full portfolio or all institutional holders of MSFT.