MSFT MICROSOFT CORP COM COM

Ownership history in INSIGHT 2811, INC.  ·  80 quarters on record

This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in MICROSOFT CORP COM 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
1.32% (2012 Q4)
Avg. % of fund
0.44%
First filed
2005 Q2
Last filed
2025 Q4
Quarters held
80
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,102 -313 -9.2% 0.66% $1.5M $482.52
2025 Q3 ADDED 3,415 +1 +0.0% 0.79% $1.8M $515.81
2025 Q2 ADDED 3,414 +11 +0.3% 0.80% $1.7M $494.54
2025 Q1 REDUCED 3,403 -73 -2.1% 0.65% $1.3M $372.54
2024 Q4 REDUCED 3,476 -2 -0.1% 0.75% $1.5M $417.46
2024 Q3 REDUCED 3,478 -5 -0.1% 0.75% $1.5M $425.32
2024 Q2 REDUCED 3,483 -11 -0.3% 0.81% $1.6M $440.99
2024 Q1 REDUCED 3,494 -187 -5.1% 0.75% $1.5M $414.36
2023 Q4 REDUCED 3,681 -339 -8.4% 0.75% $1.4M $369.67
2023 Q3 REDUCED 4,020 -46 -1.1% 0.72% $1.3M $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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