SEC 13F Intelligence

Dixon Hughes Goodman Wealth Advisors LLC / MSFT

Dixon Hughes Goodman Wealth Advisors LLC’s Microsoft Corp Position

Does Dixon Hughes Goodman Wealth Advisors LLC own Microsoft Corp (MSFT)? Yes — 14.5K shares worth $4M (+1.28% of its 13F portfolio) as of Q1 2022, up from 9.9K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
14.5K
% of Portfolio
+1.28%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202214.5K$4M+1.28%
Q4 20219.9K$3M+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dixon Hughes Goodman Wealth Advisors LLC’s full portfolio or all institutional holders of MSFT.