Ownership history in Aries Wealth Management · 33 quarters on record
This page tracks every 13F SEC filing in which Aries 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 | ADDED | 35,652 | +99 | +0.3% | 3.82% | $17.2M | $482.52 |
| 2025 Q3 | ADDED | 35,553 | +334 | +0.9% | 4.36% | $18.4M | $515.81 |
| 2025 Q2 | REDUCED | 35,219 | -351 | -1.0% | 4.58% | $17.5M | $494.54 |
| 2025 Q1 | ADDED | 35,570 | +865 | +2.5% | 3.63% | $13.4M | $372.54 |
| 2024 Q4 | REDUCED | 34,705 | -498 | -1.4% | 4.03% | $14.6M | $417.46 |
| 2024 Q3 | ADDED | 35,203 | +1,426 | +4.2% | 4.16% | $15.1M | $425.32 |
| 2024 Q2 | ADDED | 33,777 | +42 | +0.1% | 4.76% | $15.1M | $440.99 |
| 2024 Q1 | REDUCED | 33,735 | -1,639 | -4.6% | 4.57% | $14.2M | $414.36 |
| 2023 Q4 | REDUCED | 35,374 | -448 | -1.3% | 4.74% | $13.3M | $369.67 |
| 2023 Q3 | ADDED | 35,822 | +1,002 | +2.9% | 4.66% | $11.9M | $309.77 |
As of 2025 Q4 — sorted by position size