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Taylor Wealth Management Partners

SEC CIK
0001606716
Latest filing
Aug 12, 2022

MSFT holding history

Microsoft Corp in every 13F filed by Taylor Wealth Management Partners, 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 2022 holdings

Shares (Q2 2022)
43,630
Value
$11.2M
% of portfolio
6.4%
Quarters held
6
Since Q1 2021
Holdings of MSFT by Taylor Wealth Management Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202243,630$11.2M6.4%−3,312−7.1%ReducedHolders
Q1 202246,942$14.5M5.9%−2,112−4.3%ReducedHolders
Q4 202149,054$16.5M5.8%−978−2.0%ReducedHolders
Q3 202150,032$14.1M5.0%+1,992+4.1%AddedHolders
Q2 202148,040$13.0M4.6%+73+0.2%AddedHolders
Q1 202147,967$11.3M4.1%––Holders

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