Ownership history in Accel Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in MICROSOFT CORP COM (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 | REDUCED | 9,610 | -18 | -0.2% | 1.27% | $4.6M | $482.52 |
| 2025 Q3 | REDUCED | 9,628 | -105 | -1.1% | 1.45% | $5.0M | $515.81 |
| 2025 Q2 | ADDED | 9,733 | +203 | +2.1% | 1.62% | $4.8M | $494.54 |
| 2025 Q1 | REDUCED | 9,530 | -64 | -0.7% | 1.29% | $3.6M | $372.54 |
As of 2025 Q4 — sorted by position size