MSFT MICROSOFT CORP COM

Ownership history in Geller Advisors LLC  ·  49 quarters on record

This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in MICROSOFT CORP COM (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
1.59% (2023 Q2)
Avg. % of fund
0.6%
First filed
2012 Q4
Last filed
2024 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 46,296 -159 -0.3% 1.28% $19.5M $417.46
2024 Q3 ADDED 46,455 +1,462 +3.2% 1.38% $20.0M $425.32
2024 Q2 ADDED 44,993 +230 +0.5% 1.49% $20.1M $440.99
2024 Q1 ADDED 44,763 +3,513 +8.5% 1.53% $18.8M $414.36
2023 Q4 ADDED 41,250 +7,456 +22.1% 1.51% $15.5M $369.67
2023 Q3 REDUCED 33,794 -3,550 -9.5% 1.24% $10.7M $309.77
2023 Q2 ADDED 37,344 +15,237 +68.9% 1.59% $12.7M $333.39
2023 Q1 ADDED 22,107 +4,874 +28.3% 0.94% $6.4M $281.63
2022 Q4 ADDED 17,233 +8,394 +95.0% 0.70% $4.1M $233.69
2022 Q3 REDUCED 8,839 -2,503 -22.1% 0.45% $2.1M $226.31
39 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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