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Centricity Wealth Management, LLC

SEC CIK
0002054645
Latest filing
Jul 18, 2025

MSFT holding history

Microsoft Corp in every 13F filed by Centricity 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 2025 holdings

Shares (Q2 2025)
3,927
Value
$1.95M
% of portfolio
1.6%
Quarters held
3
Since Q4 2024
Holdings of MSFT by Centricity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,927$1.95M1.6%−31−0.8%ReducedHolders
Q1 20253,958$1.49M1.3%00.0%UnchangedHolders
Q4 20243,958$1.67M1.6%–No prior filingHolders