Ownership history in ATTICUS WEALTH MANAGEMENT, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which ATTICUS WEALTH MANAGEMENT, 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 | REDUCED | 16,079 | -422 | -2.6% | 1.92% | $7.8M | $482.52 |
| 2025 Q3 | ADDED | 16,501 | +606 | +3.8% | 2.16% | $8.5M | $515.81 |
| 2025 Q2 | ADDED | 15,895 | +934 | +6.2% | 2.13% | $7.9M | $494.54 |
| 2025 Q1 | REDUCED | 14,961 | -831 | -5.3% | 1.83% | $5.6M | $372.54 |
| 2024 Q4 | ADDED | 15,792 | +4 | +0.0% | 2.07% | $6.7M | $417.46 |
| 2024 Q3 | ADDED | 15,788 | +61 | +0.4% | 2.18% | $6.8M | $425.32 |
| 2024 Q2 | REDUCED | 15,727 | -780 | -4.7% | 2.30% | $7.0M | $440.99 |
| 2024 Q1 | REDUCED | 16,507 | -163 | -1.0% | 2.27% | $6.9M | $414.36 |
| 2023 Q4 | ADDED | 16,670 | +110 | +0.7% | 2.21% | $6.3M | $369.67 |
| 2023 Q3 | UNCHANGED | 16,560 | — | 0% | 2.08% | $5.6M | $309.77 |
As of 2025 Q4 — sorted by position size