Ownership history in Concord Wealth Partners · 21 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners 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 | 40,706 | +1,760 | +4.5% | 2.56% | $19.7M | $482.52 |
| 2025 Q3 | REDUCED | 38,946 | -38 | -0.1% | 2.78% | $20.2M | $515.81 |
| 2025 Q2 | REDUCED | 38,984 | -1,484 | -3.7% | 2.83% | $19.4M | $494.54 |
| 2025 Q1 | REDUCED | 40,468 | -3,367 | -7.7% | 2.49% | $15.2M | $372.54 |
| 2024 Q4 | ADDED | 43,835 | +2,093 | +5.0% | 3.03% | $18.5M | $417.46 |
| 2024 Q3 | ADDED | 41,742 | +2,833 | +7.3% | 3.00% | $18.0M | $425.32 |
| 2024 Q2 | ADDED | 38,909 | +1,422 | +3.8% | 3.07% | $17.4M | $440.99 |
| 2024 Q1 | ADDED | 37,487 | +6,106 | +19.5% | 2.84% | $15.8M | $414.36 |
| 2023 Q4 | ADDED | 31,381 | +3,703 | +13.4% | 2.36% | $11.8M | $369.67 |
| 2023 Q3 | ADDED | 27,678 | +3,073 | +12.5% | 1.86% | $8.7M | $309.77 |
As of 2025 Q4 — sorted by position size