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Ratio Wealth Group

SEC CIK
0001971024
Latest filing
May 13, 2024

MSFT holding history

Microsoft Corp in every 13F filed by Ratio Wealth Group, 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)
3,915
Value
$1.65M
% of portfolio
0.3%
Quarters held
12
Since Q1 2021
Holdings of MSFT by Ratio Wealth Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20243,915$1.65M0.3%00.0%UnchangedHolders
Q4 20233,915$1.47M0.3%+158+4.2%AddedHolders
Q3 20233,757$1.19M0.3%+926+32.7%AddedHolders
Q2 20232,831$964.2K0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,229$534.5K0.2%−3−0.1%ReducedHolders
Q3 20222,232$519.8K0.2%−91−3.9%ReducedHolders
Q2 20222,323$596.5K0.2%+2+0.1%AddedHolders
Q1 20222,321$715.5K0.2%+17+0.7%AddedHolders
Q4 20212,304$774.9K0.2%+5+0.2%AddedHolders
Q3 20212,299$648.3K0.2%+114+5.2%AddedHolders
Q2 20212,185$591.9K0.2%+165+8.2%AddedHolders
Q1 20212,020$476.3K0.2%––Holders

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