SEC 13F Intelligence

Freedom Wealth Alliance, LLC / MSFT

Freedom Wealth Alliance, LLC’s Microsoft Corp Position

Does Freedom Wealth Alliance, LLC own Microsoft Corp (MSFT)? Yes — 2.5K shares worth $781,407 (+1.29% of its 13F portfolio) as of Q3 2023, down from 2.8K shares the prior filed quarter.

Position Value
$781,407
Q3 2023
Shares
2.5K
% of Portfolio
+1.29%
Quarters Held
4
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $712,688Q4 ’22Q1 ’23: $810,920Q1 ’23Q2 ’23: $961,766Q2 ’23Q3 ’23: $781,407Q3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20232.5K$781,407+1.29%
Q2 20232.8K$961,766+1.34%
Q1 20232.8K$810,920+1.22%
Q4 20223.0K$712,688+1.00%

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