Ownership history in Core Wealth Management, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Management, Inc. 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 | REDUCED | 1,492 | -57 | -3.7% | 0.22% | $722K | $482.52 |
| 2025 Q3 | ADDED | 1,549 | +105 | +7.3% | 0.26% | $802K | $515.81 |
| 2025 Q2 | REDUCED | 1,444 | -146 | -9.2% | 0.25% | $718K | $494.54 |
| 2025 Q1 | ADDED | 1,590 | +66 | +4.3% | 0.23% | $597K | $372.54 |
| 2024 Q4 | UNCHANGED | 1,524 | — | 0% | 0.25% | $642K | $417.46 |
| 2024 Q3 | UNCHANGED | 1,524 | — | 0% | 0.28% | $681K | $425.32 |
| 2024 Q2 | ADDED | 1,524 | +173 | +12.8% | 0.28% | $681K | $440.99 |
| 2024 Q1 | ADDED | 1,351 | +369 | +37.6% | 0.25% | $568K | $414.36 |
| 2023 Q4 | UNCHANGED | 982 | — | 0% | 0.18% | $369K | $369.67 |
| 2023 Q3 | REDUCED | 982 | -357 | -26.7% | 0.16% | $310K | $309.77 |
As of 2025 Q4 — sorted by position size