SEC 13F Intelligence

Unique Wealth Strategies, LLC / MSFT

Unique Wealth Strategies, LLC’s Microsoft Corp Position

Does Unique Wealth Strategies, LLC own Microsoft Corp (MSFT)? Yes9.4K shares worth $4M (+1.85% of its 13F portfolio) as of Q2 2024.

Position Value
$4M
Q2 2024
Shares
9.4K
% of Portfolio
+1.85%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20249.4K$4M+1.85%
Q1 20249.4K$4M+1.94%
Q4 20239.7K$4M+2.43%

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