Ownership history in Activest Wealth Management · 17 quarters on record
This page tracks every 13F SEC filing in which Activest 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 | REDUCED | 9,855 | -775 | -7.3% | 0.89% | $4.8M | $482.52 |
| 2025 Q3 | ADDED | 10,630 | +731 | +7.4% | 1.11% | $5.5M | $515.81 |
| 2025 Q2 | ADDED | 9,899 | +139 | +1.4% | 1.19% | $4.9M | $494.54 |
| 2025 Q1 | ADDED | 9,760 | +1,234 | +14.5% | 0.98% | $3.7M | $372.54 |
| 2024 Q4 | ADDED | 8,526 | +470 | +5.8% | 1.00% | $3.6M | $417.46 |
| 2024 Q3 | REDUCED | 8,056 | -153 | -1.9% | 1.07% | $3.5M | $425.32 |
| 2024 Q2 | ADDED | 8,209 | +6,267 | +322.7% | 1.21% | $3.7M | $440.99 |
| 2024 Q1 | ADDED | 1,942 | +198 | +11.4% | 0.39% | $817K | $414.36 |
| 2023 Q4 | ADDED | 1,744 | +332 | +23.5% | 0.36% | $656K | $369.67 |
| 2023 Q3 | REDUCED | 1,412 | -198 | -12.3% | 0.27% | $446K | $309.77 |
As of 2025 Q4 — sorted by position size