MSFT MICROSOFT CORP

Ownership history in CHOREO, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which CHOREO, 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
2.22% (2024 Q2)
Avg. % of fund
1.12%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 312,019 -6,843 -2.1% 1.94% $152.1M $482.52
2025 Q3 ADDED 318,862 +4,074 +1.3% 2.15% $165.2M $515.81
2025 Q2 ADDED 314,788 +16,126 +5.4% 2.18% $156.6M $494.54
2025 Q1 REDUCED 298,662 -24,301 -7.5% 1.74% $112.1M $372.54
2024 Q4 ADDED 322,963 +1,072 +0.3% 1.97% $136.8M $417.46
2024 Q3 ADDED 321,891 +31,825 +11.0% 1.99% $135.4M $425.32
2024 Q2 ADDED 290,066 +166,695 +135.1% 2.22% $132.3M $440.99
2024 Q1 ADDED 123,371 +7,894 +6.8% 1.33% $51.9M $414.36
2023 Q4 ADDED 115,477 +17,537 +17.9% 1.18% $43.4M $369.67
2023 Q3 ADDED 97,940 +5,632 +6.1% 1.09% $30.9M $309.77
14 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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