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Campbell Wealth Management

SEC CIK
0001736648
Latest filing
Jan 30, 2025

MSFT holding history

Microsoft Corp in every 13F filed by Campbell Wealth Management, 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 2024 holdings

Shares (Q4 2024)
10,724
Value
$4.52M
% of portfolio
0.4%
Quarters held
15
Since Q1 2021
Holdings of MSFT by Campbell Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202410,724$4.52M0.4%+3,021+39.2%AddedHolders
Q3 20247,703$3.31M0.3%+7,703NewHolders
Q2 20240$00.0%−8,937−100.0%Sold outHolders
Q1 20248,937$3.76M0.4%+2,803+45.7%AddedHolders
Q4 20236,134$2.31M0.3%−2,057−25.1%ReducedHolders
Q3 20238,191$2.59M0.3%+949+13.1%AddedHolders
Q2 20237,242$2.47M0.3%00.0%UnchangedHolders
Q1 20237,242$2.09M0.3%−524−6.7%ReducedHolders
Q4 20227,766$1.86M0.3%−36−0.5%ReducedHolders
Q3 20227,802$1.82M0.3%+1,688+27.6%AddedHolders
Q2 20226,114$1.57M0.2%−1,393−18.6%ReducedHolders
Q1 20227,507$2.31M0.3%−631−7.8%ReducedHolders
Q4 20218,138$2.74M0.3%+88+1.1%AddedHolders
Q3 20218,050$2.27M0.3%−524−6.1%ReducedHolders
Q2 20218,574$2.32M0.3%−5−0.1%ReducedHolders
Q1 20218,579$2.02M0.3%––Holders

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