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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

MSFT holding history

Microsoft Corp in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q4 2024 holdings

Shares (Q4 2024)
46,296
Value
$19.5M
% of portfolio
1.3%
Quarters held
16
Since Q1 2021
Holdings of MSFT by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202446,296$19.5M1.3%−159−0.3%ReducedHolders
Q3 202446,455$20.0M1.4%+1,462+3.2%AddedHolders
Q2 202444,993$20.1M1.5%+230+0.5%AddedHolders
Q1 202444,763$18.8M1.5%+3,513+8.5%AddedHolders
Q4 202341,250$15.5M1.5%+7,456+22.1%AddedHolders
Q3 202333,794$10.7M1.2%−3,550−9.5%ReducedHolders
Q2 202337,344$12.7M1.6%+15,237+68.9%AddedHolders
Q1 202322,107$6.37M0.9%+4,874+28.3%AddedHolders
Q4 202217,233$4.13M0.7%+8,394+95.0%AddedHolders
Q3 20228,839$2.06M0.4%−2,503−22.1%ReducedHolders
Q2 202211,342$2.91M0.6%−1,861−14.1%ReducedHolders
Q1 202213,203$4.07M0.8%−566−4.1%ReducedHolders
Q4 202113,769$4.63M0.9%−4,479−24.5%ReducedHolders
Q3 202118,248$5.14M1.1%+126+0.7%AddedHolders
Q2 202118,122$4.91M1.1%−34−0.2%ReducedHolders
Q1 202118,156$4.28M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.