Ownership history in Integris Wealth Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Integris Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 13,969 | -785 | -5.3% | 1.54% | $6.8M | $482.52 |
| 2025 Q3 | REDUCED | 14,754 | -189 | -1.3% | 1.86% | $7.6M | $515.81 |
| 2025 Q2 | ADDED | 14,943 | +189 | +1.3% | 1.94% | $7.4M | $494.54 |
| 2025 Q1 | REDUCED | 14,754 | -253 | -1.7% | 1.58% | $5.5M | $372.54 |
As of 2025 Q4 — sorted by position size