Ownership history in C2C Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which C2C 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 | ADDED | 16,392 | +205 | +1.3% | 6.68% | $7.9M | $482.52 |
| 2025 Q3 | UNCHANGED | 16,187 | — | 0% | 7.20% | $8.4M | $515.81 |
| 2025 Q2 | UNCHANGED | 16,187 | — | 0% | 7.29% | $8.1M | $494.54 |
| 2025 Q1 | REDUCED | 16,187 | -244 | -1.5% | 5.71% | $6.1M | $372.54 |
| 2024 Q4 | ADDED | 16,431 | +244 | +1.5% | 6.42% | $6.9M | $417.46 |
| 2024 Q3 | REDUCED | 16,187 | -50 | -0.3% | 6.13% | $6.6M | $425.32 |
| 2024 Q2 | UNCHANGED | 16,237 | — | 0% | 7.10% | $7.3M | $440.99 |
| 2024 Q1 | REDUCED | 16,237 | -5,454 | -25.1% | 6.78% | $6.8M | $414.36 |
| 2023 Q4 | REDUCED | 21,691 | -8,772 | -28.8% | 6.90% | $8.1M | $369.67 |
| 2023 Q3 | REDUCED | 30,463 | -324 | -1.1% | 1.38% | $9.7M | $309.77 |
As of 2025 Q4 — sorted by position size