Ownership history in Financial Perspectives, Inc · 9 quarters on record
This page tracks every 13F SEC filing in which Financial Perspectives, Inc 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 | 33,225 | -25 | -0.1% | 4.33% | $16.1M | $482.52 |
| 2025 Q3 | REDUCED | 33,250 | -409 | -1.2% | 4.78% | $17.2M | $515.81 |
| 2025 Q2 | ADDED | 33,659 | +549 | +1.7% | 5.06% | $16.7M | $494.54 |
| 2025 Q1 | REDUCED | 33,110 | -427 | -1.3% | 4.26% | $12.4M | $372.54 |
| 2024 Q4 | ADDED | 33,537 | +541 | +1.6% | 4.75% | $14.1M | $417.46 |
| 2024 Q3 | REDUCED | 32,996 | -22 | -0.1% | 4.92% | $14.2M | $425.32 |
| 2024 Q2 | ADDED | 33,018 | +4 | +0.0% | 5.45% | $14.8M | $440.99 |
| 2024 Q1 | REDUCED | 33,014 | -55 | -0.2% | 5.26% | $13.9M | $414.36 |
| 2023 Q4 | INITIATED | 33,069 | — | — | 5.05% | $12.4M | — |
As of 2025 Q4 — sorted by position size