13F

Position

APPLETON PARTNERS INC/MA in Microsoft Corp

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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 −$13.3K$0.48$0.37

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025117.5K$56.8K3.7%
Q1 2026119.4K$44.2K$0.37−$13.3K$7193.1%