MSFT MICROSOFT CORP

Ownership history in CFO4Life Group, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which CFO4Life Group, 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
3.55% (2025 Q3)
Avg. % of fund
2.45%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 45,612 -1,539 -3.3% 3.14% $22.1M $482.52
2025 Q3 ADDED 47,151 +5,567 +13.4% 3.55% $24.4M $515.81
2025 Q2 ADDED 41,584 +771 +1.9% 3.23% $20.7M $494.54
2025 Q1 ADDED 40,813 +104 +0.3% 2.58% $15.3M $372.54
2024 Q4 ADDED 40,709 +400 +1.0% 3.01% $17.2M $417.46
2024 Q3 ADDED 40,309 +71 +0.2% 3.07% $17.3M $425.32
2024 Q2 ADDED 40,238 +617 +1.6% 3.38% $18.0M $440.99
2024 Q1 REDUCED 39,621 -752 -1.9% 3.03% $16.7M $414.36
2023 Q4 REDUCED 40,373 -82 -0.2% 2.90% $15.2M $369.67
2023 Q3 REDUCED 40,455 -128 -0.3% 2.95% $12.8M $309.77
24 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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