MSFT MICROSOFT CORP

Ownership history in CERTUITY, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which CERTUITY, 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
2.28% (2024 Q3)
Avg. % of fund
1.13%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 55,659 +1,761 +3.3% 1.69% $26.9M $482.52
2025 Q3 ADDED 53,898 +52,898 +5289.8% 1.92% $27.9M $515.81
2025 Q3 REDUCED 1,000 -44,976 -97.8% 0.04% $518K $515.81
2025 Q2 REDUCED 45,976 -2,609 -5.4% 2.15% $22.9M $494.54
2025 Q1 ADDED 48,585 +1,633 +3.5% 1.92% $18.3M $372.54
2024 Q4 REDUCED 46,952 -2,021 -4.1% 2.15% $19.8M $417.46
2024 Q3 REDUCED 48,973 -6,309 -11.4% 2.28% $21.1M $425.32
2024 Q2 ADDED 55,282 +10,001 +22.1% 1.97% $24.7M $440.99
2024 Q1 ADDED 45,281 +2,762 +6.5% 1.67% $19.1M $414.36
2023 Q4 ADDED 42,519 +12,591 +42.1% 1.62% $16.0M $369.67
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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