SEC 13F Intelligence

Systm Wealth Solutions LLC / MSFT

Systm Wealth Solutions LLC’s Microsoft Corp Position

Does Systm Wealth Solutions LLC own Microsoft Corp (MSFT)? Yes — 347 shares worth $149,315 (+4.53% of its 13F portfolio) as of Q3 2024, down from 47.6K shares the prior filed quarter.

Position Value
$149,315
Q3 2024
Shares
347
% of Portfolio
+4.53%
Quarters Held
8
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $16MQ4 ’22Q1 ’23: $17MQ1 ’23Q2 ’23: $23MQ2 ’23Q3 ’23: $20MQ3 ’23Q4 ’23: $24MQ4 ’23Q1 ’24: $27MQ1 ’24Q2 ’24: $21MQ2 ’24Q3 ’24: $149,315Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024347$149,315+4.53%
Q2 202447.6K$21M+4.75%
Q1 202464.0K$27M+3.40%
Q4 202363.8K$24M+3.32%
Q3 202364.8K$20M+3.15%
Q2 202367.3K$23M+3.10%
Q1 202360.6K$17M+2.69%
Q4 202268.2K$16M+2.03%

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