MSFT MICROSOFT CORP COM

Ownership history in Apriem Advisors  ·  72 quarters on record

This page tracks every 13F SEC filing in which Apriem Advisors 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
2.68% (2013 Q2)
Avg. % of fund
0.67%
First filed
2007 Q4
Last filed
2025 Q4
Quarters held
72
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,457 -416 -1.1% 1.66% $18.1M $482.52
2025 Q3 REDUCED 37,873 -862 -2.2% 1.86% $19.6M $515.81
2025 Q2 ADDED 38,735 +928 +2.5% 2.05% $19.3M $494.54
2025 Q1 REDUCED 37,807 -2,908 -7.1% 1.66% $14.2M $372.54
2024 Q4 ADDED 40,715 +119 +0.3% 1.97% $17.2M $417.46
2024 Q3 ADDED 40,596 +22,182 +120.5% 2.04% $17.5M $425.32
2024 Q2 ADDED 18,414 +348 +1.9% 1.01% $8.2M $440.99
2024 Q1 ADDED 18,066 +272 +1.5% 0.95% $7.6M $414.36
2023 Q4 ADDED 17,794 +215 +1.2% 0.89% $6.7M $369.67
2023 Q3 ADDED 17,579 +612 +3.6% 0.81% $5.6M $309.77
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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