ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
MSFT holding history
MICROSOFT CORP
Every 13F filing in which ForthRight Wealth Management, LLC reported holding MSFT, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
MSFT overviewAll 13F holders of MSFTFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 2,320 | $865.51K | 0.22% | +81+3.6% | Added |
| Q1 2026 | 2,239 | $828.91K | 0.24% | −33−1.5% | Reduced |
| Q4 2025 | 2,272 | $1.1M | 0.32% | −3−0.1% | Reduced |
| Q3 2025 | 2,275 | $1.18M | 0.34% | +133+6.2% | Added |
| Q2 2025 | 2,142 | $1.07M | 0.33% | 00.0% | Unchanged |
| Q1 2025 | 2,142 | $804.19K | 0.27% | −15−0.7% | Reduced |
| Q4 2024 | 2,157 | $909.29K | 0.30% | −21−1.0% | Reduced |
| Q3 2024 | 2,178 | $937.31K | 0.31% | +49+2.3% | Added |
| Q2 2024 | 2,129 | $951.68K | 0.34% | 00.0% | Unchanged |
| Q1 2024 | 2,129 | $895.83K | 0.32% | −75−3.4% | Reduced |
| Q4 2023 | 2,204 | $828.77K | 0.32% | −20−0.9% | Reduced |
| Q3 2023 | 2,224 | $702.09K | 0.30% | −87−3.8% | Reduced |
| Q2 2023 | 2,311 | $787.06K | 0.33% | −155−6.3% | Reduced |
| Q1 2023 | 2,466 | $710.81K | 0.33% | +512+26.2% | Added |
| Q4 2022 | 1,954 | $468.72K | 0.24% | +216+12.4% | Added |
| Q3 2022 | 1,738 | $405K | 0.24% | +375+27.5% | Added |
| Q2 2022 | 1,363 | $350K | 0.19% | 00.0% | Unchanged |
| Q1 2022 | 1,363 | $420K | 0.22% | +140+11.4% | Added |
| Q4 2021 | 1,223 | $411K | 0.22% | −89−6.8% | Reduced |
| Q3 2021 | 1,312 | $370K | 0.22% | +212+19.3% | Added |
| Q2 2021 | 1,100 | $298K | 0.19% | +1+0.1% | Added |
| Q1 2021 | 1,099 | $259K | 0.18% | +1,099 | New |