9258 Wealth Management, LLC / MSFT
9258 Wealth Management, LLC’s Microsoft Corp Position
Does 9258 Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 45.6K shares worth $20M (+2.90% of its 13F portfolio) as of Q3 2024, up from 45.0K shares the prior filed quarter.
Position Value
$20M
Q3 2024
Shares
45.6K
% of Portfolio
+2.90%
Quarters Held
24
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 45.6K | $20M | +2.90% |
| Q2 2024 | 45.0K | $20M | +3.10% |
| Q1 2024 | 45.3K | $19M | +2.97% |
| Q4 2023 | 45.5K | $17M | +3.01% |
| Q3 2023 | 45.0K | $14M | +2.76% |
| Q2 2023 | 45.2K | $15M | +2.90% |
| Q1 2023 | 45.8K | $13M | +2.67% |
| Q4 2022 | 45.4K | $11M | +2.36% |
| Q3 2022 | 46.8K | $11M | +2.79% |
| Q2 2022 | 48.5K | $12M | +3.20% |
| Q1 2022 | 47.7K | $15M | +3.41% |
| Q4 2021 | 47.4K | $16M | +3.65% |
| Q3 2021 | 47.5K | $13M | +3.57% |
| Q2 2021 | 47.2K | $13M | +3.44% |
| Q1 2021 | 44.5K | $10M | +3.15% |
| Q4 2020 | 44.6K | $10M | +3.24% |
| Q3 2020 | 44.1K | $9M | +3.38% |
| Q2 2020 | 35.8K | $7M | +2.95% |
| Q1 2020 | 35.6K | $6M | +2.72% |
| Q4 2019 | 35.7K | $6M | +2.06% |
| Q3 2019 | 27.8K | $4M | +3.01% |
| Q2 2019 | 27.6K | $4M | +2.98% |
| Q1 2019 | 25.0K | $3M | +2.50% |
| Q4 2018 | 29.2K | $3M | +2.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 9258 Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.