Ownership history in Campbell Wealth Management · 22 quarters on record
This page tracks every 13F SEC filing in which Campbell Wealth Management 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 10,724 | +3,021 | +39.2% | 0.41% | $4.5M | $417.46 |
| 2024 Q3 | REDUCED | 7,703 | -1,234 | -13.8% | 0.30% | $3.3M | $425.32 |
| 2024 Q1 | ADDED | 8,937 | +2,803 | +45.7% | 0.37% | $3.8M | $414.36 |
| 2023 Q4 | REDUCED | 6,134 | -2,057 | -25.1% | 0.27% | $2.3M | $369.67 |
| 2023 Q3 | ADDED | 8,191 | +949 | +13.1% | 0.31% | $2.6M | $309.77 |
| 2023 Q1 | REDUCED | 7,242 | -524 | -6.7% | 0.26% | $2.1M | $281.63 |
| 2022 Q4 | REDUCED | 7,766 | -36 | -0.5% | 0.26% | $1.9M | $233.69 |
| 2022 Q3 | ADDED | 7,802 | +1,688 | +27.6% | 0.26% | $1.8M | $226.31 |
| 2022 Q2 | REDUCED | 6,114 | -1,393 | -18.6% | 0.22% | $1.6M | $249.03 |
| 2022 Q1 | REDUCED | 7,507 | -631 | -7.8% | 0.28% | $2.3M | $298.25 |
As of 2025 Q4 — sorted by position size