Ownership history in Fiduciary Planning LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Fiduciary Planning 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 | 6,412 | -50 | -0.8% | 0.94% | $3.1M | $482.52 |
| 2025 Q3 | REDUCED | 6,462 | -167 | -2.5% | 1.02% | $3.3M | $515.81 |
| 2025 Q2 | REDUCED | 6,629 | -841 | -11.3% | 1.09% | $3.3M | $494.54 |
| 2025 Q1 | ADDED | 7,470 | +18 | +0.2% | 0.92% | $2.8M | $372.54 |
| 2024 Q4 | REDUCED | 7,452 | -78 | -1.0% | 1.02% | $3.1M | $417.46 |
| 2024 Q3 | REDUCED | 7,530 | -81 | -1.1% | 1.10% | $3.2M | $425.32 |
| 2024 Q2 | ADDED | 7,611 | +424 | +5.9% | 1.22% | $3.4M | $440.99 |
| 2024 Q1 | ADDED | 7,187 | +1,640 | +29.6% | 1.14% | $3.0M | $414.36 |
| 2023 Q4 | ADDED | 5,547 | +229 | +4.3% | 0.89% | $2.1M | $369.67 |
| 2023 Q3 | REDUCED | 5,318 | -453 | -7.8% | 0.79% | $1.7M | $309.77 |
As of 2025 Q4 — sorted by position size