MSFT MICROSOFT CORP

Ownership history in IFG Advisory, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, 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
1.16% (2021 Q4)
Avg. % of fund
0.95%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,407 +3,070 +7.4% 0.94% $21.5M $482.52
2025 Q3 REDUCED 41,337 -1,383 -3.2% 0.97% $21.4M $515.81
2025 Q2 ADDED 42,720 +934 +2.2% 1.07% $21.2M $494.54
2025 Q1 ADDED 41,786 +4,509 +12.1% 0.87% $15.7M $372.54
2024 Q4 ADDED 37,277 +2,180 +6.2% 0.89% $15.7M $417.46
2024 Q3 REDUCED 35,097 -162 -0.5% 0.96% $15.1M $425.32
2024 Q2 ADDED 35,259 +612 +1.8% 1.01% $15.8M $440.99
2024 Q1 REDUCED 34,647 -3,188 -8.4% 1.09% $14.6M $414.36
2023 Q4 REDUCED 37,835 -1,370 -3.5% 1.04% $14.2M $369.67
2023 Q3 ADDED 39,205 +3,675 +10.3% 1.04% $12.4M $309.77
23 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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