Ownership history in Beacon Wealthcare LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Beacon Wealthcare LLC reported a position in Microsoft (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 | 1,330 | -101 | -7.1% | 0.22% | $643K | $482.52 |
| 2025 Q3 | ADDED | 1,431 | +101 | +7.6% | 0.26% | $741K | $515.81 |
| 2025 Q2 | ADDED | 1,330 | +30 | +2.3% | 0.25% | $662K | $494.54 |
| 2025 Q1 | ADDED | 1,300 | +30 | +2.4% | 0.20% | $488K | $372.54 |
| 2024 Q4 | REDUCED | 1,270 | -100 | -7.3% | 0.22% | $535K | $417.46 |
| 2024 Q3 | ADDED | 1,370 | +148 | +12.1% | 0.24% | $590K | $425.32 |
| 2024 Q2 | REDUCED | 1,222 | -194 | -13.7% | 0.24% | $546K | $440.99 |
| 2024 Q1 | ADDED | 1,416 | +241 | +20.5% | 0.27% | $596K | $414.36 |
| 2023 Q4 | REDUCED | 1,175 | -98 | -7.7% | 0.21% | $442K | $369.67 |
| 2023 Q3 | REDUCED | 1,273 | -2 | -0.2% | 0.21% | $402K | $309.77 |
As of 2025 Q4 — sorted by position size