Ownership history in David J Yvars Group · 21 quarters on record
This page tracks every 13F SEC filing in which David J Yvars Group 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 | 25,404 | +24,104 | +1854.2% | 6.54% | $12.3M | $482.52 |
| 2025 Q4 | REDUCED | 1,300 | -24,087 | -94.9% | 0.01% | $22K | $482.52 |
| 2025 Q3 | REDUCED | 25,387 | -59 | -0.2% | 7.04% | $13.1M | $515.81 |
| 2025 Q2 | ADDED | 25,446 | +1,074 | +4.4% | 7.41% | $12.7M | $494.54 |
| 2025 Q1 | ADDED | 24,372 | +36 | +0.1% | 7.20% | $9.1M | $372.54 |
| 2024 Q4 | REDUCED | 24,336 | -1,357 | -5.3% | 6.26% | $10.3M | $417.46 |
| 2024 Q3 | REDUCED | 25,693 | -242 | -0.9% | 6.85% | $11.1M | $425.32 |
| 2024 Q2 | ADDED | 25,935 | +504 | +2.0% | 7.25% | $11.6M | $440.99 |
| 2024 Q1 | ADDED | 25,431 | +767 | +3.1% | 7.21% | $10.7M | $414.36 |
| 2023 Q4 | ADDED | 24,664 | +131 | +0.5% | 7.46% | $9.3M | $369.67 |
As of 2025 Q4 — sorted by position size