Ownership history in Convergence Financial, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Convergence Financial, 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 | 16,803 | +174 | +1.0% | 1.19% | $8.1M | $482.52 |
| 2025 Q3 | ADDED | 16,629 | +63 | +0.4% | 1.29% | $8.6M | $515.81 |
| 2025 Q2 | ADDED | 16,566 | +651 | +4.1% | 1.42% | $8.2M | $494.54 |
| 2025 Q1 | ADDED | 15,915 | +463 | +3.0% | 1.17% | $6.0M | $372.54 |
| 2024 Q4 | INITIATED | 15,452 | — | — | 1.30% | $6.5M | $417.46 |
As of 2025 Q4 — sorted by position size