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Aspireon Wealth Advisors

SEC CIK
0001719203
Latest filing
May 23, 2023

MSFT holding history

Microsoft Corp in every 13F filed by Aspireon Wealth Advisors, 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)
3,351
Value
$966.0K
% of portfolio
0.5%
Quarters held
8
Since Q2 2021
Holdings of MSFT by Aspireon Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20233,351$966.0K0.5%−2,284−40.5%ReducedHolders
Q4 20225,635$1.35M0.7%−83−1.5%ReducedHolders
Q3 20225,718$1.33M0.6%−123−2.1%ReducedHolders
Q2 20225,841$1.51M0.7%+655+12.6%AddedHolders
Q1 20225,186$1.60M0.6%+10.0%AddedHolders
Q4 20215,185$1.74M0.8%+114+2.2%AddedHolders
Q3 20215,071$1.43M1.0%+21+0.4%AddedHolders
Q2 20215,050$1.37M0.9%+5,050NewHolders