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Wunderlich Capital Managemnt

SEC CIK
0001599273
Latest filing
Aug 14, 2024

MSFT holding history

Microsoft Corp in every 13F filed by Wunderlich Capital Managemnt, 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 Q2 2024 holdings

Shares (Q2 2024)
16,248
Value
$7.26M
% of portfolio
3.2%
Quarters held
14
Since Q1 2021
Holdings of MSFT by Wunderlich Capital Managemnt, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202416,248$7.26M3.2%−50.0%ReducedHolders
Q1 202416,253$6.84M3.1%−919−5.4%ReducedHolders
Q4 202317,172$6.46M2.9%−273−1.6%ReducedHolders
Q3 202317,445$5.51M2.7%+10+0.1%AddedHolders
Q2 202317,435$5.94M2.9%−48−0.3%ReducedHolders
Q1 202317,483$5.04M2.6%+30+0.2%AddedHolders
Q4 202217,453$4.19M2.3%+127+0.7%AddedHolders
Q3 202217,326$4.04M2.6%+320+1.9%AddedHolders
Q2 202217,006$4.37M2.5%+116+0.7%AddedHolders
Q1 202216,890$5.21M2.5%−16−0.1%ReducedHolders
Q4 202116,906$5.69M2.5%−390−2.3%ReducedHolders
Q3 202117,296$4.88M2.3%+12,880+291.7%AddedHolders
Q2 20214,416$3.86M2.0%−13,264−75.0%ReducedHolders
Q1 202117,680$4.17M2.3%––Holders

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