Ownership history in Capital Wealth Planning, LLC · 47 quarters on record
This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in Microsoft Corp E (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 | 1,649,156 | +214,666 | +15.0% | 5.12% | $790.9M | $482.52 |
| 2025 Q3 | ADDED | 1,434,490 | +83,627 | +6.2% | 5.24% | $743.0M | $515.81 |
| 2025 Q2 | REDUCED | 1,350,863 | -81,681 | -5.7% | 5.30% | $671.9M | $494.54 |
| 2025 Q1 | ADDED | 1,432,544 | +65,000 | +4.8% | 4.66% | $537.8M | $372.54 |
As of 2025 Q4 — sorted by position size