Ownership history in Core Wealth Partners LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners 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 | 15,711 | +175 | +1.1% | 3.42% | $7.6M | $482.52 |
| 2025 Q3 | ADDED | 15,536 | +368 | +2.4% | 3.69% | $8.0M | $515.81 |
| 2025 Q2 | ADDED | 15,168 | +472 | +3.2% | 3.83% | $7.5M | $494.54 |
| 2025 Q1 | ADDED | 14,696 | +450 | +3.2% | 3.21% | $5.5M | $372.54 |
| 2024 Q4 | REDUCED | 14,246 | -4,767 | -25.1% | 3.44% | $6.0M | $417.46 |
| 2024 Q3 | ADDED | 19,013 | +320 | +1.7% | 4.96% | $8.2M | $425.32 |
| 2024 Q2 | ADDED | 18,693 | +25 | +0.1% | 5.71% | $8.4M | $440.99 |
| 2024 Q1 | ADDED | 18,668 | +373 | +2.0% | 5.94% | $7.9M | $414.36 |
| 2023 Q4 | ADDED | 18,295 | +657 | +3.7% | 5.64% | $6.9M | $369.67 |
| 2023 Q3 | ADDED | 17,638 | +88 | +0.5% | 5.06% | $5.6M | $309.77 |
As of 2025 Q4 — sorted by position size