MSFT MICROSOFT CORP

Ownership history in Cedar Wealth Management, LLC  ·  41 quarters on record

This page tracks every 13F SEC filing in which Cedar 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.

Peak position
0.92% (2020 Q2)
Avg. % of fund
0.62%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,540 +294 +6.9% 0.66% $2.2M $482.52
2025 Q3 REDUCED 4,246 -13 -0.3% 0.67% $2.2M $515.81
2025 Q2 REDUCED 4,259 -38 -0.9% 0.72% $2.1M $494.54
2025 Q1 ADDED 4,297 +114 +2.7% 0.57% $1.6M $372.54
2024 Q4 REDUCED 4,183 -1,132 -21.3% 0.64% $1.8M $417.46
2024 Q3 REDUCED 5,315 -129 -2.4% 0.71% $2.3M $425.32
2024 Q2 REDUCED 5,444 -322 -5.6% 0.79% $2.4M $440.99
2024 Q1 ADDED 5,766 +767 +15.3% 0.80% $2.4M $414.36
2023 Q4 ADDED 4,999 +411 +9.0% 0.68% $1.9M $369.67
2023 Q3 ADDED 4,588 +15 +0.3% 0.57% $1.4M $309.77
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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