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Soundmark Wealth Management, LLC

SEC CIK
0001831431
Latest filing
Jul 25, 2024

MSFT holding history

Microsoft Corp in every 13F filed by Soundmark 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 Q2 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of MSFT by Soundmark Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−37,453−100.0%Sold outHolders
Q1 202437,453$15.8M7.0%+2,621+7.5%AddedHolders
Q4 202334,832$13.1M6.5%−156−0.4%ReducedHolders
Q3 202334,988$11.0M6.1%−111−0.3%ReducedHolders
Q2 202335,099$12.0M6.7%+653+1.9%AddedHolders
Q1 202334,446$9.93M5.9%−2,386−6.5%ReducedHolders
Q4 202236,832$8.83M5.7%+25+0.1%AddedHolders
Q3 202236,807$8.57M6.0%+23+0.1%AddedHolders
Q2 202236,784$9.45M6.7%+37+0.1%AddedHolders
Q1 202236,747$11.3M7.9%−907−2.4%ReducedHolders
Q4 202137,654$12.7M8.7%−30,873−45.1%ReducedHolders
Q3 202168,527$19.3M7.0%+2,839+4.3%AddedHolders
Q2 202165,688$17.8M7.3%+2,393+3.8%AddedHolders
Q1 202163,295$14.9M8.2%––Holders

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