Ownership history in Jupiter Wealth Management LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Jupiter 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 | ADDED | 37,241 | +5,014 | +15.6% | 6.66% | $15.0M | $482.52 |
| 2025 Q3 | REDUCED | 32,227 | -518 | -1.6% | 7.89% | $16.7M | $515.81 |
| 2025 Q2 | ADDED | 32,745 | +663 | +2.1% | 8.61% | $17.0M | $494.54 |
| 2025 Q1 | REDUCED | 32,082 | -3,536 | -9.9% | 8.92% | $14.7M | $372.54 |
| 2024 Q4 | ADDED | 35,618 | +400 | +1.1% | 7.52% | $15.0M | $417.46 |
| 2024 Q3 | ADDED | 35,218 | +615 | +1.8% | 7.75% | $15.2M | $425.32 |
| 2024 Q2 | REDUCED | 34,603 | -798 | -2.3% | 7.67% | $14.5M | $440.99 |
| 2024 Q1 | REDUCED | 35,401 | -509 | -1.4% | 7.69% | $14.5M | $414.36 |
| 2023 Q4 | ADDED | 35,910 | +887 | +2.5% | 7.94% | $13.5M | $369.67 |
| 2023 Q3 | ADDED | 35,023 | +1,769 | +5.3% | 8.39% | $12.9M | $309.77 |
As of 2025 Q4 — sorted by position size