Ownership history in CIC Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CIC Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 39,053 | -796 | -2.0% | 4.34% | $16.8M | $425.32 |
| 2024 Q2 | REDUCED | 39,849 | -112 | -0.3% | 4.90% | $17.8M | $440.99 |
| 2024 Q1 | REDUCED | 39,961 | -358 | -0.9% | 4.89% | $16.8M | $414.36 |
| 2023 Q4 | REDUCED | 40,319 | -299 | -0.7% | 4.81% | $15.2M | $369.67 |
| 2023 Q3 | REDUCED | 40,618 | -770 | -1.9% | 4.60% | $12.8M | $309.77 |
| 2023 Q2 | ADDED | 41,388 | +59 | +0.1% | 4.87% | $14.1M | $333.39 |
| 2023 Q1 | ADDED | 41,329 | +666 | +1.6% | 4.49% | $11.9M | $281.63 |
| 2022 Q4 | INITIATED | 40,663 | — | — | 4.02% | $9.8M | — |
As of 2025 Q4 — sorted by position size