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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

MSFT holding history

Microsoft Corp in every 13F filed by Domani Wealth, 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 Q1 2023 holdings

Shares (Q1 2023)
11,817
Value
$3.41M
% of portfolio
0.8%
Quarters held
9
Since Q1 2021
Holdings of MSFT by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202311,817$3.41M0.8%−8−0.1%ReducedHolders
Q4 202211,825$2.84M0.7%−477−3.9%ReducedHolders
Q3 202212,302$2.87M0.8%−60−0.5%ReducedHolders
Q2 202212,362$3.17M0.9%−1,831−12.9%ReducedHolders
Q1 202214,193$4.38M0.9%−1,082−7.1%ReducedHolders
Q4 202115,275$5.14M1.0%+55+0.4%AddedHolders
Q3 202115,220$4.29M0.9%−30−0.2%ReducedHolders
Q2 202115,250$4.13M0.8%−3,491−18.6%ReducedHolders
Q1 202118,741$4.42M0.9%––Holders

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