13F

Position

Advisor OS, LLC in Microsoft Corp

Back to the book · All holders of MSFT

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$4.87M$483.62$370.17

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202543.2K$20.9M1.7%
Q1 202643K$15.9M$370.17−$4.87M−$101.1K1.2%