SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / MSFT

Swaine & Leidel Wealth Services, LLC’s Microsoft Corp Position

Does Swaine & Leidel Wealth Services, LLC own Microsoft Corp (MSFT)? Yes — 3.2K shares worth $3M (+2.44% of its 13F portfolio) as of Q1 2022, down from 15.3K shares the prior filed quarter.

Position Value
$3M
Q1 2022
Shares
3.2K
% of Portfolio
+2.44%
Quarters Held
7
currently held

Position History MSFT

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $2MQ3 ’20Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ1 ’21Q3 ’21: $4MQ3 ’21Q1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20223.2K$3M+2.44%
Q3 202115.3K$4M+3.80%
Q1 202113.5K$3M+2.05%
Q4 202013.5K$3M+2.18%
Q3 202011.3K$2M+2.31%
Q2 202013.4K$3M+2.78%
Q1 202012.9K$2M+2.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of MSFT.