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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

MSFT holding history

Microsoft Corp in every 13F filed by Moser 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 2025 holdings

Shares (Q2 2025)
42,743
Value
$21.3M
% of portfolio
10.2%
Quarters held
17
Since Q1 2021
Holdings of MSFT by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202542,743$21.3M10.2%+3,672+9.4%AddedHolders
Q1 202539,071$14.7M7.7%−382−1.0%ReducedHolders
Q4 202439,453$16.6M8.7%−995−2.5%ReducedHolders
Q3 202440,448$17.4M9.0%+170+0.4%AddedHolders
Q2 202440,278$18.0M9.8%+140+0.3%AddedHolders
Q1 202440,138$16.9M9.4%−140−0.3%ReducedHolders
Q4 202340,278$15.1M9.7%+2,556+6.8%AddedHolders
Q3 202337,722$11.9M8.4%−31−0.1%ReducedHolders
Q2 202337,753$12.9M8.7%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202238,964$9.34M7.0%−274−0.7%ReducedHolders
Q3 202239,238$9.14M7.1%−428−1.1%ReducedHolders
Q2 202239,666$10.2M7.6%+232+0.6%AddedHolders
Q1 202239,434$12.2M7.6%−232−0.6%ReducedHolders
Q4 202139,666$13.3M8.1%−8,184−17.1%ReducedHolders
Q3 202147,850$13.5M8.6%+6,820+16.6%AddedHolders
Q2 202141,030$11.1M7.2%+1,921+4.9%AddedHolders
Q1 202139,109$9.22M6.5%––Holders

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