Ownership history in Key FInancial Inc · 25 quarters on record
This page tracks every 13F SEC filing in which Key FInancial Inc 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 | 27,711 | +161 | +0.6% | 2.45% | $13.4M | $482.52 |
| 2025 Q3 | REDUCED | 27,550 | -903 | -3.2% | 2.65% | $14.3M | $515.81 |
| 2025 Q2 | REDUCED | 28,453 | -33 | -0.1% | 2.85% | $14.2M | $494.54 |
| 2025 Q1 | REDUCED | 28,486 | -182 | -0.6% | 2.33% | $10.7M | $372.54 |
| 2024 Q4 | REDUCED | 28,668 | -900 | -3.0% | 2.75% | $12.1M | $417.46 |
| 2024 Q3 | ADDED | 29,568 | +96 | +0.3% | 2.81% | $12.7M | $425.32 |
| 2024 Q2 | ADDED | 29,472 | +300 | +1.0% | 3.16% | $13.2M | $440.99 |
| 2024 Q1 | UNCHANGED | 29,172 | — | 0% | 3.00% | $11.0M | $414.36 |
| 2023 Q4 | ADDED | 29,172 | +664 | +2.3% | 3.00% | $11.0M | $369.67 |
| 2023 Q3 | REDUCED | 28,508 | -415 | -1.4% | 3.03% | $9.0M | $309.77 |
As of 2025 Q4 — sorted by position size