SEC 13F Intelligence

Kowal Investment Group, LLC / MSFT

Kowal Investment Group, LLC’s Microsoft Corp Position

Does Kowal Investment Group, LLC own Microsoft Corp (MSFT)? Yes18.1K shares worth $8M (+1.43% of its 13F portfolio) as of Q3 2024, up from 17.8K shares the prior filed quarter.

Position Value
$8M
Q3 2024
Shares
18.1K
% of Portfolio
+1.43%
Quarters Held
16
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $3MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ2 ’24Q3 ’24: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202418.1K$8M+1.43%
Q2 202417.8K$8M+1.59%
Q1 202417.1K$7M+1.55%
Q4 202316.6K$6M+1.46%
Q3 202315.2K$5M+1.30%
Q2 202315.3K$5M+1.39%
Q1 202315.8K$5M+1.29%
Q4 202213.9K$3M+1.00%
Q3 202215.8K$4M+1.25%
Q2 202216.2K$4M+1.36%
Q1 202215.3K$5M+1.44%
Q4 202114.0K$5M+1.40%
Q3 202112.3K$3M+1.10%
Q2 202111.4K$3M+1.11%
Q1 20216.6K$2M+0.63%
Q4 20206.9K$1M+0.69%

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