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TMD Wealth Management, LLC

SEC CIK
0001842820
Latest filing
Aug 8, 2024

MSFT holding history

Microsoft Corp in every 13F filed by TMD 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)
9,448
Value
$4.22M
% of portfolio
0.9%
Quarters held
14
Since Q1 2021
Holdings of MSFT by TMD Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20249,448$4.22M0.9%−224−2.3%ReducedHolders
Q1 20249,672$4.07M0.9%−157−1.6%ReducedHolders
Q4 20239,829$3.70M1.0%−284−2.8%ReducedHolders
Q3 202310,113$3.19M0.9%−266−2.6%ReducedHolders
Q2 202310,379$3.53M0.9%+441+4.4%AddedHolders
Q1 20239,938$2.87M0.8%+1,076+12.1%AddedHolders
Q4 20228,862$2.13M0.9%+94+1.1%AddedHolders
Q3 20228,768$2.04M0.9%+259+3.0%AddedHolders
Q2 20228,509$2.19M0.9%+150+1.8%AddedHolders
Q1 20228,359$2.58M1.0%+155+1.9%AddedHolders
Q4 20218,204$2.76M1.0%−1,440−14.9%ReducedHolders
Q3 20219,644$2.72M1.1%+18+0.2%AddedHolders
Q2 20219,626$2.61M1.1%−1,871−16.3%ReducedHolders
Q1 202111,497$2.71M1.3%––Holders

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