Ownership history in Commonwealth Financial Services, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Commonwealth Financial Services, 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 19,793 | +325 | +1.7% | 1.58% | $9.6M | $482.52 |
| 2025 Q3 | REDUCED | 19,468 | -2,391 | -10.9% | 1.73% | $10.1M | $515.81 |
| 2025 Q2 | ADDED | 21,859 | +9,959 | +83.7% | 2.09% | $10.9M | $494.54 |
| 2025 Q2 | REDUCED | 11,900 | -9,715 | -44.9% | 0.00% | $7K | $494.54 |
| 2025 Q1 | ADDED | 21,615 | +9,715 | +81.6% | 1.66% | $8.1M | $372.54 |
| 2025 Q1 | REDUCED | 11,900 | -9,725 | -45.0% | 0.05% | $251K | $372.54 |
| 2024 Q4 | ADDED | 21,625 | +1,470 | +7.3% | 1.79% | $9.1M | $417.46 |
| 2024 Q3 | ADDED | 20,155 | +187 | +0.9% | 1.67% | $8.5M | $425.32 |
| 2024 Q2 | ADDED | 19,968 | +412 | +2.1% | 1.91% | $9.3M | $440.99 |
| 2024 Q1 | UNCHANGED | 19,556 | — | 0% | 1.73% | $7.4M | $414.36 |
As of 2025 Q4 — sorted by position size