MSFT MICROSOFT CORP

Ownership history in HF Advisory Group, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which HF Advisory Group, 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
3.21% (2023 Q1)
Avg. % of fund
2.5%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 258,798 +245,999 +1922.0% 2.23% $6.7M $482.52
2025 Q3 REDUCED 12,799 -1,210 -8.6% 2.43% $6.6M $515.81
2025 Q2 ADDED 14,009 +1,252 +9.8% 2.75% $7.0M $494.54
2025 Q1 ADDED 12,757 +735 +6.1% 2.09% $4.8M $372.54
2024 Q4 ADDED 12,022 +135 +1.1% 2.33% $5.1M $417.46
2024 Q3 ADDED 11,887 +1,245 +11.7% 2.38% $5.1M $425.32
2024 Q2 ADDED 10,642 +296 +2.9% 2.46% $4.8M $440.99
2024 Q1 REDUCED 10,346 -309 -2.9% 2.43% $4.4M $414.36
2023 Q4 ADDED 10,655 +1,458 +15.9% 2.56% $4.0M $369.67
2023 Q3 REDUCED 9,197 -291 -3.1% 2.19% $3.0M $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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