Ownership history in FinDec Wealth Services, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which FinDec Wealth Services, 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 | 971 | -15 | -1.5% | 0.50% | $469K | $482.52 |
| 2025 Q3 | REDUCED | 986 | -23 | -2.3% | 0.53% | $510K | $515.81 |
| 2025 Q2 | REDUCED | 1,009 | -89 | -8.1% | 0.52% | $502K | $494.54 |
| 2025 Q1 | REDUCED | 1,098 | -736 | -40.1% | 0.41% | $412K | $372.54 |
| 2024 Q4 | REDUCED | 1,834 | -1,574 | -46.2% | 0.54% | $773K | $417.46 |
| 2024 Q3 | ADDED | 3,408 | +24 | +0.7% | 0.85% | $1.5M | $425.32 |
| 2024 Q2 | REDUCED | 3,384 | -5 | -0.1% | 0.95% | $1.5M | $440.99 |
| 2024 Q1 | ADDED | 3,389 | +237 | +7.5% | 0.90% | $1.4M | $414.36 |
| 2023 Q4 | ADDED | 3,152 | +1,477 | +88.2% | 0.79% | $1.2M | $369.67 |
| 2023 Q3 | ADDED | 1,675 | +24 | +1.5% | 0.38% | $529K | $309.77 |
As of 2025 Q4 — sorted by position size