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Regal Wealth Group, Inc.

SEC CIK
0001656537
Latest filing
Feb 23, 2024

MSFT holding history

Microsoft Corp in every 13F filed by Regal Wealth 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 2023 holdings

Shares (Q4 2023)
1,877
Value
$690.5K
% of portfolio
0.4%
Quarters held
12
Since Q1 2021
Holdings of MSFT by Regal Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,877$690.5K0.4%+586+45.4%AddedHolders
Q3 20231,291$407.7K0.3%−35−2.6%ReducedHolders
Q2 20231,326$447.2K0.3%+1+0.1%AddedHolders
Q1 20231,325$382.3K0.3%−132−9.1%ReducedHolders
Q4 20221,457$349.5K0.3%+184+14.5%AddedHolders
Q3 20221,273$301.0K0.2%−8,067−86.4%ReducedHolders
Q2 20229,340$2.40M1.7%+121+1.3%AddedHolders
Q1 20229,219$2.63M1.6%+100+1.1%AddedHolders
Q4 20219,119$3.07M1.7%+100+1.1%AddedHolders
Q3 20219,019$2.54M1.5%−17−0.2%ReducedHolders
Q2 20219,036$2.45M1.4%−905−9.1%ReducedHolders
Q1 20219,941$2.34M1.4%––Holders

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