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Disclosery

Avalon Investment & Advisory: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on MSFT, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 326,786 MSFT shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 326,786 shares
    Change vs previous 13F +52,655 shares

    2.58% of the 13F portfolio, value $94,212,289.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 274,131 shares
    Change vs previous 13F -6,858 shares

    1.87% of the 13F portfolio, value $65,742,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 280,989 shares
    Change vs previous 13F -30,162 shares

    2.03% of the 13F portfolio, value $65,442,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 311,151 shares
    Change vs previous 13F -16,285 shares

    2.25% of the 13F portfolio, value $79,913,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 327,436 shares
    Change vs previous 13F +28,123 shares

    2.44% of the 13F portfolio, value $100,952,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 299,313 shares
    Change vs previous 13F -48,535 shares

    2.48% of the 13F portfolio, value $100,665,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 347,848 shares
    Change vs previous 13F -1,528 shares

    2.27% of the 13F portfolio, value $98,065,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 349,376 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $94,646,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).