MSFT MICROSOFT CORP

Ownership history in Clarus Wealth Advisors  ·  32 quarters on record

This page tracks every 13F SEC filing in which Clarus Wealth Advisors 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
2.5% (2018 Q4)
Avg. % of fund
0.9%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,039 +527 +9.6% 1.18% $2.8M $482.52
2025 Q3 ADDED 5,512 +689 +14.3% 1.26% $2.9M $515.81
2025 Q2 ADDED 4,823 +458 +10.5% 1.11% $2.4M $494.54
2025 Q1 ADDED 4,365 +717 +19.7% 0.91% $1.7M $372.54
2024 Q4 ADDED 3,648 +222 +6.5% 0.76% $1.5M $417.46
2024 Q3 ADDED 3,426 +99 +3.0% 0.71% $1.4M $425.32
2024 Q2 ADDED 3,327 +1 +0.0% 0.82% $1.6M $440.99
2024 Q1 REDUCED 3,326 -72 -2.1% 0.80% $1.4M $414.36
2023 Q4 REDUCED 3,398 -128 -3.6% 0.79% $1.3M $369.67
2023 Q2 REDUCED 3,526 -361 -9.3% 0.72% $1.2M $333.39
22 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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