Ownership history in Abound Wealth Management · 7 quarters on record
This page tracks every 13F SEC filing in which Abound Wealth Management reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,617 | +1,467 | +23.9% | 0.86% | $3.7M | $482.52 |
| 2025 Q3 | ADDED | 6,150 | +128 | +2.1% | 0.80% | $3.2M | $515.81 |
| 2025 Q2 | ADDED | 6,022 | +391 | +6.9% | 0.85% | $3.0M | $494.54 |
| 2025 Q1 | REDUCED | 5,631 | -13 | -0.2% | 0.71% | $2.1M | $372.54 |
| 2024 Q4 | ADDED | 5,644 | +16 | +0.3% | 0.76% | $2.4M | $417.46 |
| 2024 Q3 | ADDED | 5,628 | +1,784 | +46.4% | 0.80% | $2.4M | $425.32 |
| 2024 Q2 | INITIATED | 3,844 | — | — | 0.85% | $1.2M | — |
As of 2025 Q4 — sorted by position size