Ownership history in Capasso Planning Partners LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Capasso Planning Partners 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 | 2,538 | +1,343 | +112.4% | 0.67% | $1.2M | $482.52 |
| 2025 Q3 | REDUCED | 1,195 | -664 | -35.7% | 0.38% | $619K | $515.81 |
| 2025 Q2 | REDUCED | 1,859 | -2,360 | -55.9% | 0.52% | $925K | $494.54 |
| 2025 Q1 | REDUCED | 4,219 | -169 | -3.9% | 0.66% | $1.6M | $372.54 |
| 2024 Q4 | REDUCED | 4,388 | -2,423 | -35.6% | 0.74% | $1.8M | $417.46 |
| 2024 Q3 | ADDED | 6,811 | +1,309 | +23.8% | 0.99% | $3.0M | $425.32 |
| 2024 Q1 | ADDED | 5,502 | +51 | +0.9% | 0.96% | $2.3M | $414.36 |
| 2023 Q4 | ADDED | 5,451 | +42 | +0.8% | 0.96% | $2.0M | $369.67 |
| 2023 Q3 | ADDED | 5,409 | +48 | +0.9% | 0.91% | $1.7M | $309.77 |
| 2023 Q2 | ADDED | 5,361 | +453 | +9.2% | 0.98% | $1.8M | $333.39 |
As of 2025 Q4 — sorted by position size