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Wills Financial Group, Inc.

SEC CIK
0001525109
Latest filing
Feb 14, 2025

MSFT holding history

Microsoft Corp in every 13F filed by Wills Financial Group, Inc., 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)
40,678
Value
$17.1M
% of portfolio
7.4%
Quarters held
16
Since Q1 2021
Holdings of MSFT by Wills Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202440,678$17.1M7.4%−3,644−8.2%ReducedHolders
Q3 202444,322$19.1M8.0%+115+0.3%AddedHolders
Q2 202444,207$19.8M9.1%−181−0.4%ReducedHolders
Q1 202444,388$18.7M8.8%−113−0.3%ReducedHolders
Q4 202344,501$16.7M8.4%−370−0.8%ReducedHolders
Q3 202344,871$14.2M7.7%+128+0.3%AddedHolders
Q2 202344,743$15.2M7.7%−98−0.2%ReducedHolders
Q1 202344,841$12.9M7.0%−6,283−12.3%ReducedHolders
Q4 202251,124$12.3M7.0%−386−0.7%ReducedHolders
Q3 202251,510$12.0M6.7%+183+0.4%AddedHolders
Q2 202251,327$13.2M6.5%−520−1.0%ReducedHolders
Q1 202251,847$16.0M6.7%+304+0.6%AddedHolders
Q4 202151,543$17.3M6.9%00.0%UnchangedHolders
Q3 202151,543$14.5M6.5%−5,080−9.0%ReducedHolders
Q2 202156,623$15.3M6.6%+615+1.1%AddedHolders
Q1 202156,008$13.2M6.4%––Holders

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