Skip to main content

Aevitas Wealth Management, Inc.

SEC CIK
0001722117
Latest filing
Jan 24, 2023

MSFT holding history

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

Shares (Q4 2022)
36,091
Value
$8.66M
% of portfolio
5.1%
Quarters held
8
Since Q1 2021
Holdings of MSFT by Aevitas Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202236,091$8.66M5.1%+22+0.1%AddedHolders
Q3 202236,069$8.40M6.3%+451+1.3%AddedHolders
Q2 202235,618$9.15M6.2%+145+0.4%AddedHolders
Q1 202235,473$10.9M6.7%−1,543−4.2%ReducedHolders
Q4 202137,016$12.4M7.4%−809−2.1%ReducedHolders
Q3 202137,825$10.7M6.8%+459+1.2%AddedHolders
Q2 202137,366$10.1M6.5%+2,159+6.1%AddedHolders
Q1 202135,207$8.30M5.8%––Holders

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