MSFT MICROSOFT CORP

Ownership history in High Note Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which High Note 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
2.96% (2024 Q2)
Avg. % of fund
1.85%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,079 +63 +0.3% 2.09% $10.7M $482.52
2025 Q3 ADDED 22,016 +166 +0.8% 2.29% $11.4M $515.81
2025 Q2 ADDED 21,850 +540 +2.5% 2.49% $10.9M $494.54
2025 Q1 REDUCED 21,310 -467 -2.1% 1.98% $8.0M $372.54
2024 Q3 ADDED 21,777 +86 +0.4% 2.68% $9.4M $425.32
2024 Q2 ADDED 21,691 +1,267 +6.2% 2.96% $9.7M $440.99
2024 Q1 ADDED 20,424 +906 +4.6% 2.80% $8.6M $414.36
2023 Q4 ADDED 19,518 +440 +2.3% 2.76% $7.3M $369.67
2023 Q3 ADDED 19,078 +498 +2.7% 2.49% $6.0M $309.77
2023 Q2 ADDED 18,580 +4,462 +31.6% 2.58% $6.3M $333.39
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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