MSFT MICROSOFT CORP

Ownership history in First Personal Financial Services  ·  40 quarters on record

This page tracks every 13F SEC filing in which First Personal Financial Services 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.

Peak position
3.93% (2024 Q2)
Avg. % of fund
2.35%
First filed
2014 Q4
Last filed
2024 Q3
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 41,442 +2,515 +6.5% 3.77% $17.8M $425.32
2024 Q2 ADDED 38,927 +4,466 +13.0% 3.93% $17.4M $440.99
2024 Q1 REDUCED 34,461 -1,199 -3.4% 3.36% $14.5M $414.36
2023 Q4 REDUCED 35,660 -554 -1.5% 3.26% $13.4M $369.67
2023 Q3 REDUCED 36,214 -601 -1.6% 2.97% $11.4M $309.77
2023 Q2 REDUCED 36,815 -971 -2.6% 3.11% $12.5M $333.39
2023 Q1 ADDED 37,786 +324 +0.9% 2.82% $10.9M $281.63
2022 Q4 REDUCED 37,462 -404 -1.1% 2.43% $9.0M $233.69
2022 Q3 ADDED 37,866 +8 +0.0% 2.56% $8.8M $226.31
2022 Q2 REDUCED 37,858 -324 -0.8% 2.72% $9.7M $249.03
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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