Ownership history in Comprehensive Wealth Management, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Comprehensive Wealth Management, 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 | 4,912 | +120 | +2.5% | 1.40% | $2.4M | $482.52 |
| 2025 Q3 | ADDED | 4,792 | +129 | +2.8% | 1.76% | $2.5M | $515.81 |
| 2025 Q2 | REDUCED | 4,663 | -56 | -1.2% | 1.87% | $2.3M | $494.54 |
| 2025 Q1 | ADDED | 4,719 | +97 | +2.1% | 1.23% | $1.8M | $372.54 |
| 2024 Q4 | ADDED | 4,622 | +191 | +4.3% | 1.46% | $1.9M | $417.46 |
| 2024 Q3 | ADDED | 4,431 | +5 | +0.1% | 1.24% | $1.9M | $425.32 |
| 2024 Q2 | REDUCED | 4,426 | -208 | -4.5% | 1.45% | $2.0M | $440.99 |
| 2024 Q1 | ADDED | 4,634 | +1,797 | +63.3% | 1.52% | $1.9M | $414.36 |
| 2023 Q4 | INITIATED | 2,837 | — | — | 0.77% | $769K | — |
As of 2025 Q4 — sorted by position size