Ownership history in Alaethes Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Alaethes Wealth, LLC 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 | 20,688 | +22 | +0.1% | 2.82% | $10.0M | $482.52 |
| 2025 Q3 | REDUCED | 20,666 | -473 | -2.2% | 3.04% | $10.7M | $515.81 |
| 2025 Q2 | ADDED | 21,139 | +375 | +1.8% | 3.14% | $10.5M | $494.54 |
| 2025 Q1 | ADDED | 20,764 | +410 | +2.0% | 2.86% | $7.8M | $372.54 |
| 2024 Q4 | ADDED | 20,354 | +129 | +0.6% | 3.07% | $8.6M | $417.46 |
| 2024 Q3 | ADDED | 20,225 | +196 | +1.0% | 3.21% | $8.7M | $425.32 |
| 2024 Q2 | ADDED | 20,029 | +339 | +1.7% | 3.70% | $9.0M | $440.99 |
| 2024 Q1 | REDUCED | 19,690 | -470 | -2.3% | 3.62% | $8.3M | $414.36 |
| 2023 Q4 | REDUCED | 20,160 | -430 | -2.1% | 3.59% | $7.6M | $369.67 |
| 2023 Q3 | ADDED | 20,590 | +915 | +4.7% | 3.56% | $6.5M | $309.77 |
As of 2025 Q4 — sorted by position size