Ownership history in Echo Wealth Management, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Echo 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,764 | -332 | -10.7% | 0.78% | $1.3M | $482.52 |
| 2025 Q3 | REDUCED | 3,096 | -50 | -1.6% | 0.94% | $1.6M | $515.81 |
| 2025 Q2 | REDUCED | 3,146 | -288 | -8.4% | 0.96% | $1.6M | $494.54 |
| 2025 Q1 | ADDED | 3,434 | +105 | +3.2% | 0.87% | $1.3M | $372.54 |
| 2024 Q4 | REDUCED | 3,329 | -10 | -0.3% | 0.97% | $1.4M | $417.46 |
| 2024 Q3 | REDUCED | 3,339 | -110 | -3.2% | 0.97% | $1.4M | $425.32 |
| 2024 Q2 | ADDED | 3,449 | +1,161 | +50.7% | 1.16% | $1.5M | $440.99 |
| 2024 Q1 | ADDED | 2,288 | +1,416 | +162.4% | 0.80% | $963K | $414.36 |
| 2021 Q1 | REDUCED | 872 | -100 | -10.3% | 0.26% | $206K | $226.24 |
| 2020 Q4 | INITIATED | 972 | — | — | 0.28% | $216K | $212.93 |
As of 2025 Q4 — sorted by position size