MSFT MICROSOFT CORP

Ownership history in Dynamic Advisor Solutions LLC  ·  47 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions 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
2.77% (2024 Q4)
Avg. % of fund
1.32%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
47
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 135,706 -15,141 -10.0% 2.11% $65.6M $482.52
2025 Q3 ADDED 150,847 +268 +0.2% 2.27% $78.1M $515.81
2025 Q2 REDUCED 150,579 -1,092 -0.7% 2.31% $74.9M $494.54
2025 Q1 REDUCED 151,671 -288 -0.2% 1.88% $56.9M $372.54
2024 Q4 REDUCED 151,959 -8,146 -5.1% 2.77% $64.1M $417.46
2024 Q3 REDUCED 160,105 -1,316 -0.8% 2.07% $68.9M $425.32
2024 Q2 ADDED 161,421 +2,564 +1.6% 2.27% $72.1M $440.99
2024 Q1 ADDED 158,857 +2,140 +1.4% 2.26% $66.8M $414.36
2023 Q4 ADDED 156,717 +23,878 +18.0% 2.15% $57.6M $369.67
2023 Q3 ADDED 132,839 +11,068 +9.1% 1.98% $41.9M $309.77
37 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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