Ownership history in COREPATH WEALTH PARTNERS LLC · 12 quarters on record
This page tracks every 13F SEC filing in which COREPATH 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 | UNCHANGED | 1,266 | — | 0% | 0.41% | $604K | $482.52 |
| 2025 Q3 | ADDED | 1,266 | +114 | +9.9% | 0.49% | $669K | $515.81 |
| 2025 Q2 | ADDED | 1,152 | +10 | +0.9% | 0.48% | $575K | $494.54 |
| 2025 Q1 | REDUCED | 1,142 | -23 | -2.0% | 0.40% | $419K | $372.54 |
| 2024 Q4 | ADDED | 1,165 | +209 | +21.9% | 0.47% | $484K | $417.46 |
| 2024 Q3 | REDUCED | 956 | -3 | -0.3% | 0.39% | $401K | $425.32 |
| 2024 Q2 | ADDED | 959 | +445 | +86.6% | 0.47% | $447K | $440.99 |
| 2024 Q1 | REDUCED | 514 | -235 | -31.4% | 0.23% | $210K | $414.36 |
| 2023 Q4 | ADDED | 749 | +13 | +1.8% | 0.15% | $275K | $369.67 |
| 2023 Q3 | ADDED | 736 | +44 | +6.4% | 0.15% | $241K | $309.77 |
As of 2025 Q4 — sorted by position size