Ownership history in Cypress Wealth Services, LLC · 34 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, 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 | 25,325 | +8,398 | +49.6% | 1.69% | $12.2M | $482.52 |
| 2025 Q3 | ADDED | 16,927 | +193 | +1.2% | 1.44% | $8.8M | $515.81 |
| 2025 Q2 | ADDED | 16,734 | +2,290 | +15.9% | 1.49% | $8.3M | $494.54 |
| 2025 Q1 | ADDED | 14,444 | +133 | +0.9% | 1.10% | $5.4M | $372.54 |
| 2024 Q4 | ADDED | 14,311 | +2,020 | +16.4% | 1.21% | $6.0M | $417.46 |
| 2024 Q3 | ADDED | 12,291 | +589 | +5.0% | 1.09% | $5.3M | $425.32 |
| 2024 Q2 | ADDED | 11,702 | +503 | +4.5% | 1.16% | $5.2M | $440.99 |
| 2024 Q1 | ADDED | 11,199 | +1,338 | +13.6% | 1.10% | $4.7M | $414.36 |
| 2023 Q4 | ADDED | 9,861 | +188 | +1.9% | 0.92% | $3.7M | $369.67 |
| 2023 Q3 | REDUCED | 9,673 | -173 | -1.8% | 0.85% | $3.1M | $309.77 |
As of 2025 Q4 — sorted by position size