Ownership history in Axim Planning & Wealth · 14 quarters on record
This page tracks every 13F SEC filing in which Axim Planning & Wealth 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 | 1,683 | -499 | -22.9% | 0.86% | $814K | $482.52 |
| 2025 Q3 | REDUCED | 2,182 | -242 | -10.0% | 0.89% | $1.1M | $515.81 |
| 2025 Q2 | ADDED | 2,424 | +63 | +2.7% | 1.10% | $1.2M | $494.54 |
| 2025 Q1 | REDUCED | 2,361 | -183 | -7.2% | 0.79% | $886K | $372.54 |
| 2024 Q4 | REDUCED | 2,544 | -15 | -0.6% | 1.14% | $1.1M | $417.46 |
| 2024 Q3 | REDUCED | 2,559 | -13 | -0.5% | 1.24% | $1.1M | $425.32 |
| 2024 Q2 | REDUCED | 2,572 | -114 | -4.2% | 1.38% | $1.1M | $440.99 |
| 2024 Q1 | REDUCED | 2,686 | -83 | -3.0% | 0.92% | $1.1M | $414.36 |
| 2023 Q4 | ADDED | 2,769 | +81 | +3.0% | 0.95% | $1.0M | $369.67 |
| 2023 Q3 | ADDED | 2,688 | +251 | +10.3% | 0.75% | $849K | $309.77 |
As of 2025 Q4 — sorted by position size