JFG Wealth Management, LLC
- SEC CIK
- 0001766972
- Latest filing
- Oct 31, 2025
MSFT holding history
Microsoft Corp in every 13F filed by JFG Wealth Management, 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 Q3 2025 holdings
- Shares (Q3 2025)
- 2,180
- Value
- $1.13M
- % of portfolio
- 0.2%
- Quarters held
- 14
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 2,180 | $1.13M | 0.2% | +1,020+87.9% | Added | Holders |
| Q2 2025 | 1,160 | $577.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,160 | $435.4K | 0.1% | −1,335−53.5% | Reduced | Holders |
| Q4 2024 | 2,495 | $1.05M | 0.2% | +61+2.5% | Added | Holders |
| Q3 2024 | 2,434 | $1.05M | 0.3% | +1,039+74.5% | Added | Holders |
| Q2 2024 | 1,395 | $623.5K | 0.2% | +321+29.9% | Added | Holders |
| Q1 2024 | 1,074 | $452.1K | 0.1% | +315+41.5% | Added | Holders |
| Q4 2023 | 759 | $285.4K | 0.1% | +109+16.8% | Added | Holders |
| Q3 2023 | 650 | $205.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 650 | $221.4K | 0.1% | −66−9.2% | Reduced | Holders |
| Q1 2023 | 716 | $206.4K | 0.1% | +716 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −1,500−100.0% | Sold out | Holders |
| Q4 2021 | 1,500 | $504.0K | 0.2% | −48−3.1% | Reduced | Holders |
| Q3 2021 | 1,548 | $436.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2021 | 1,548 | $419.0K | 0.2% | +1,548 | New | Holders |