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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

MSFT holding history

Microsoft Corp in every 13F filed by Sutton Wealth Advisors Inc., 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 Q3 2023 holdings

Shares (Q3 2023)
14,251
Value
$4.50M
% of portfolio
2.2%
Quarters held
11
Since Q1 2021
Holdings of MSFT by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202314,251$4.50M2.2%+504+3.7%AddedHolders
Q2 202313,747$4.68M2.3%+771+5.9%AddedHolders
Q1 202312,976$3.74M2.0%−11,982−48.0%ReducedHolders
Q4 202224,958$5.99M2.3%−388−1.5%ReducedHolders
Q3 202225,346$5.90M2.4%+606+2.4%AddedHolders
Q2 202224,740$6.35M2.5%+236+1.0%AddedHolders
Q1 202224,504$7.55M2.6%−319−1.3%ReducedHolders
Q4 202124,823$8.35M2.8%+668+2.8%AddedHolders
Q3 202124,155$6.81M2.5%+120.0%AddedHolders
Q2 202124,143$6.54M2.4%+79+0.3%AddedHolders
Q1 202124,064$5.67M2.2%––Holders

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