MSFT MICROSOFT CORP

Ownership history in Code Waechter LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Code Waechter 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
2.07% (2024 Q3)
Avg. % of fund
1.67%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,785 -33 -0.7% 1.49% $2.3M $482.52
2025 Q3 ADDED 4,818 +205 +4.4% 1.61% $2.5M $515.81
2025 Q2 ADDED 4,613 +99 +2.2% 1.63% $2.3M $494.54
2025 Q1 REDUCED 4,514 -410 -8.3% 1.39% $1.7M $372.54
2024 Q4 REDUCED 4,924 -114 -2.3% 1.81% $2.1M $417.46
2024 Q3 INITIATED 5,038 2.07% $2.2M $425.32
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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