Ownership history in Cornerstone Wealth Management, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, 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 | 74,163 | +4,179 | +6.0% | 1.87% | $35.9M | $482.52 |
| 2025 Q3 | ADDED | 69,984 | +1,938 | +2.8% | 2.00% | $36.2M | $515.81 |
| 2025 Q2 | ADDED | 68,046 | +2,729 | +4.2% | 2.05% | $33.8M | $494.54 |
| 2025 Q1 | REDUCED | 65,317 | -45 | -0.1% | 1.66% | $24.5M | $372.54 |
| 2024 Q4 | ADDED | 65,362 | +1,997 | +3.2% | 1.86% | $27.6M | $417.46 |
| 2024 Q3 | ADDED | 63,365 | +2,749 | +4.5% | 1.92% | $27.3M | $425.32 |
| 2024 Q2 | ADDED | 60,616 | +471 | +0.8% | 2.08% | $27.1M | $440.99 |
| 2024 Q1 | ADDED | 60,145 | +524 | +0.9% | 2.05% | $25.3M | $414.36 |
| 2023 Q4 | REDUCED | 59,621 | -1,650 | -2.7% | 1.93% | $22.4M | $369.67 |
| 2023 Q3 | ADDED | 61,271 | +2,003 | +3.4% | 1.83% | $19.3M | $309.77 |
As of 2025 Q4 — sorted by position size