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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

MSFT holding history

Microsoft Corp in every 13F filed by BDO Wealth Advisors, 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 Q2 2023 holdings

Shares (Q2 2023)
37,216
Value
$12.7M
% of portfolio
1.5%
Quarters held
10
Since Q1 2021
Holdings of MSFT by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202337,216$12.7M1.5%+948+2.6%AddedHolders
Q1 202336,268$10.5M1.3%+180+0.5%AddedHolders
Q4 202236,088$8.65M1.1%−455−1.2%ReducedHolders
Q3 202236,543$8.51M1.1%+132+0.4%AddedHolders
Q2 202236,411$9.35M1.2%−282−0.8%ReducedHolders
Q1 202236,693$11.3M1.2%−540−1.5%ReducedHolders
Q4 202137,233$12.5M1.3%+25+0.1%AddedHolders
Q3 202137,208$10.5M1.2%+73+0.2%AddedHolders
Q2 202137,135$10.1M1.1%−1,936−5.0%ReducedHolders
Q1 202139,071$9.21M1.1%––Holders

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