MSFT MICROSOFT CORP

Ownership history in Hamilton Wealth, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Hamilton Wealth, 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.

Peak position
7.16% (2024 Q1)
Avg. % of fund
5.1%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 120,087 +66,170 +122.7% 6.21% $32.6M $482.52
2025 Q3 REDUCED 53,917 -897 -1.6% 5.51% $22.7M $515.81
2024 Q3 ADDED 54,814 +1,488 +2.8% 5.77% $23.6M $425.32
2024 Q2 REDUCED 53,326 -1,229 -2.3% 6.40% $23.8M $440.99
2024 Q1 ADDED 54,555 +2,057 +3.9% 7.16% $23.0M $414.36
2023 Q4 ADDED 52,498 +1,201 +2.3% 6.21% $19.7M $369.67
2023 Q3 ADDED 51,297 +825 +1.6% 5.81% $16.2M $309.77
2023 Q2 REDUCED 50,472 -2,742 -5.2% 5.98% $17.2M $333.39
2023 Q1 ADDED 53,214 +1,638 +3.2% 5.41% $15.3M $281.63
2022 Q4 ADDED 51,576 +1,720 +3.4% 5.03% $12.4M $233.69
12 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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