MSFT MICROSOFT CORP

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which DRIVE 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.

Peak position
3.05% (2025 Q3)
Avg. % of fund
2.7%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,686 +916 +3.3% 2.71% $13.9M $482.52
2025 Q3 ADDED 27,770 +851 +3.2% 3.05% $14.4M $515.81
2025 Q2 ADDED 26,919 +571 +2.2% 2.93% $13.4M $494.54
2025 Q1 ADDED 26,348 +1,116 +4.4% 2.32% $9.9M $372.54
2024 Q4 ADDED 25,232 +455 +1.8% 2.61% $10.6M $417.46
2024 Q3 ADDED 24,777 +318 +1.3% 2.78% $10.7M $425.32
2024 Q2 ADDED 24,459 +542 +2.3% 2.95% $10.9M $440.99
2024 Q1 REDUCED 23,917 -361 -1.5% 2.82% $10.1M $414.36
2023 Q4 ADDED 24,278 +1,075 +4.6% 2.94% $9.1M $369.67
2023 Q3 ADDED 23,203 +389 +1.7% 2.68% $7.3M $309.77
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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