Ownership history in Edge Wealth Management LLC · 53 quarters on record
This page tracks every 13F SEC filing in which Edge Wealth Management LLC reported a position in MICROSOFT CORP COM (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 | 82,266 | -592 | -0.7% | 7.02% | $39.8M | $482.52 |
| 2025 Q3 | REDUCED | 82,858 | -59 | -0.1% | 7.60% | $42.9M | $515.81 |
| 2025 Q2 | ADDED | 82,917 | +689 | +0.8% | 7.96% | $41.4M | $494.54 |
| 2025 Q1 | ADDED | 82,228 | +759 | +0.9% | 6.26% | $30.9M | $372.54 |
| 2024 Q4 | REDUCED | 81,469 | -2,362 | -2.8% | 6.95% | $34.3M | $417.46 |
| 2024 Q3 | ADDED | 83,831 | +241 | +0.3% | 7.24% | $36.1M | $425.32 |
| 2024 Q2 | REDUCED | 83,590 | -1,705 | -2.0% | 7.87% | $37.4M | $440.99 |
| 2024 Q1 | REDUCED | 85,295 | -1,107 | -1.3% | 7.54% | $35.9M | $414.36 |
| 2023 Q4 | REDUCED | 86,402 | -1,662 | -1.9% | 7.11% | $32.5M | $369.67 |
| 2023 Q3 | REDUCED | 88,064 | -1,127 | -1.3% | 6.50% | $27.8M | $309.77 |
As of 2025 Q4 — sorted by position size