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Bromfield Sneider Wealth Advisors

SEC CIK
0001891795
Latest filing
Apr 10, 2024

MSFT holding history

Microsoft Corp in every 13F filed by Bromfield Sneider Wealth Advisors, 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 Q1 2024 holdings

Shares (Q1 2024)
1,005
Value
$422.8K
% of portfolio
0.3%
Quarters held
9
Since Q1 2022
Holdings of MSFT by Bromfield Sneider Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20241,005$422.8K0.3%+651+183.9%AddedHolders
Q4 2023354$133.1K0.1%00.0%UnchangedHolders
Q3 2023354$111.8K0.1%−90−20.3%ReducedHolders
Q2 2023444$151.2K0.1%00.0%UnchangedHolders
Q1 2023444$128.0K0.1%00.0%UnchangedHolders
Q4 2022444$106.5K0.1%00.0%UnchangedHolders
Q3 2022444$103.0K0.1%00.0%UnchangedHolders
Q2 2022444$114.0K0.1%−658−59.7%ReducedHolders
Q1 20221,102$340.0K0.4%+1,102NewHolders