Ownership history in Foundation Wealth Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Foundation Wealth Management, 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 | 3,351 | -95 | -2.8% | 1.07% | $1.6M | $482.52 |
| 2025 Q3 | REDUCED | 3,446 | -238 | -6.5% | 1.14% | $1.8M | $515.81 |
| 2025 Q2 | ADDED | 3,684 | +86 | +2.4% | 1.28% | $1.8M | $494.54 |
| 2025 Q1 | REDUCED | 3,598 | -327 | -8.3% | 1.06% | $1.4M | $372.54 |
| 2024 Q4 | ADDED | 3,925 | +327 | +9.1% | 1.28% | $1.7M | $417.46 |
| 2024 Q3 | REDUCED | 3,598 | -133 | -3.6% | 1.17% | $1.5M | $425.32 |
| 2024 Q2 | ADDED | 3,731 | +48 | +1.3% | 1.31% | $1.7M | $440.99 |
| 2024 Q1 | REDUCED | 3,683 | -488 | -11.7% | 1.26% | $1.5M | $414.36 |
| 2023 Q4 | REDUCED | 4,171 | -389 | -8.5% | 1.40% | $1.6M | $369.67 |
| 2023 Q3 | ADDED | 4,560 | +1,381 | +43.4% | 1.44% | $1.4M | $309.77 |
As of 2025 Q4 — sorted by position size