MSFT MICROSOFT CORP COM

Ownership history in ACIMA PRIVATE WEALTH, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which ACIMA PRIVATE WEALTH, LLC 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.

Peak position
1.57% (2021 Q1)
Avg. % of fund
1.15%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,697 0% 0.86% $2.8M $482.52
2025 Q3 ADDED 5,697 +92 +1.6% 0.92% $3.0M $515.81
2025 Q2 ADDED 5,605 +100 +1.8% 0.95% $2.8M $494.54
2025 Q1 REDUCED 5,505 -1,852 -25.2% 0.74% $2.1M $372.54
2024 Q4 UNCHANGED 7,357 0% 1.04% $3.1M $417.46
2024 Q3 UNCHANGED 7,357 0% 1.06% $3.2M $425.32
2024 Q2 REDUCED 7,357 -49 -0.7% 1.21% $3.3M $440.99
2024 Q1 REDUCED 7,406 -1,093 -12.9% 1.15% $3.1M $414.36
2023 Q4 ADDED 8,499 +124 +1.5% 1.09% $2.2M $369.67
2022 Q1 REDUCED 8,375 -36 -0.4% 1.19% $2.6M $298.25
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to ACIMA PRIVATE WEALTH, LLC Holdings