MSFT MICROSOFT CORP

Ownership history in EARNED WEALTH ADVISORS, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which EARNED WEALTH ADVISORS, 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
2.33% (2024 Q2)
Avg. % of fund
1.86%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,973 +332 +1.3% 1.29% $12.1M $482.52
2025 Q3 ADDED 24,641 +1,850 +8.1% 2.10% $12.8M $515.81
2025 Q2 REDUCED 22,791 -1,338 -5.5% 2.22% $11.3M $494.54
2025 Q1 ADDED 24,129 +8,520 +54.6% 1.99% $9.1M $372.54
2024 Q4 ADDED 15,609 +556 +3.7% 2.10% $6.6M $417.46
2024 Q3 ADDED 15,053 +1,329 +9.7% 1.97% $6.5M $425.32
2024 Q2 ADDED 13,724 +208 +1.5% 2.33% $6.1M $440.99
2024 Q1 ADDED 13,516 +422 +3.2% 2.17% $5.7M $414.36
2023 Q4 ADDED 13,094 +2,245 +20.7% 2.13% $4.9M $369.67
2023 Q3 ADDED 10,849 +733 +7.2% 1.74% $3.4M $309.77
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to EARNED WEALTH ADVISORS, LLC Holdings