SEC 13F Intelligence

Sweet Financial Partners, LLC / MSFT

Sweet Financial Partners, LLC’s Microsoft Corp Position

Does Sweet Financial Partners, LLC own Microsoft Corp (MSFT)? Yes — 15.5K shares worth $7M (+1.45% of its 13F portfolio) as of Q3 2024, down from 15.7K shares the prior filed quarter.

Position Value
$7M
Q3 2024
Shares
15.5K
% of Portfolio
+1.45%
Quarters Held
12
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $4MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202415.5K$7M+1.45%
Q2 202415.7K$7M+1.61%
Q1 202415.4K$6M+1.50%
Q4 202315.2K$6M+1.36%
Q3 202314.0K$4M+1.17%
Q2 202313.3K$5M+1.18%
Q1 202312.3K$4M+0.98%
Q4 202212.0K$3M+0.84%
Q3 20228.5K$2M+0.63%
Q2 20228.2K$2M+0.66%
Q1 20226.6K$2M+0.55%
Q4 20214.2K$1M+0.58%

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