Ownership history in Burt Wealth Advisors · 44 quarters on record
This page tracks every 13F SEC filing in which Burt Wealth Advisors 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 Q3 | REDUCED | 11,323 | -40 | -0.4% | 1.44% | $5.9M | $515.81 |
| 2025 Q2 | REDUCED | 11,363 | -35 | -0.3% | 1.29% | $5.7M | $494.54 |
| 2025 Q1 | REDUCED | 11,398 | -118 | -1.0% | 1.07% | $4.3M | $372.54 |
| 2024 Q4 | ADDED | 11,516 | +137 | +1.2% | 1.23% | $4.9M | $417.46 |
| 2024 Q3 | REDUCED | 11,379 | -123 | -1.1% | 1.20% | $4.9M | $425.32 |
| 2024 Q2 | REDUCED | 11,502 | -308 | -2.6% | 1.35% | $5.1M | $440.99 |
| 2024 Q1 | ADDED | 11,810 | +267 | +2.3% | 1.26% | $5.0M | $414.36 |
| 2023 Q4 | REDUCED | 11,543 | -500 | -4.2% | 1.24% | $4.3M | $369.67 |
| 2023 Q3 | REDUCED | 12,043 | -297 | -2.4% | 1.17% | $3.8M | $309.77 |
| 2023 Q2 | REDUCED | 12,340 | -382 | -3.0% | 1.27% | $4.2M | $333.39 |
As of 2025 Q4 — sorted by position size