MSFT MICROSOFT CORP

Ownership history in GDS Wealth Management  ·  15 quarters on record

This page tracks every 13F SEC filing in which GDS Wealth Management 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
2.04% (2024 Q2)
Avg. % of fund
1.7%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,100 +588 +1.0% 1.79% $28.6M $482.52
2025 Q3 ADDED 58,512 +3,133 +5.7% 2.00% $30.3M $515.81
2025 Q2 ADDED 55,379 +4,478 +8.8% 2.01% $27.5M $494.54
2025 Q1 ADDED 50,901 +4,862 +10.6% 1.63% $19.1M $372.54
2024 Q4 ADDED 46,039 +2,358 +5.4% 1.77% $19.4M $417.46
2024 Q3 ADDED 43,681 +2,142 +5.2% 1.83% $18.8M $425.32
2024 Q2 ADDED 41,539 +6,087 +17.2% 2.04% $18.6M $440.99
2024 Q1 ADDED 35,452 +2,222 +6.7% 1.75% $14.9M $414.36
2023 Q4 ADDED 33,230 +3,226 +10.8% 1.68% $12.5M $369.67
2023 Q3 ADDED 30,004 +2,027 +7.2% 1.49% $9.5M $309.77
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to GDS Wealth Management Holdings