MSFT MICROSOFT CORP

Ownership history in Leo Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Leo Wealth, 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
1.69% (2024 Q3)
Avg. % of fund
1.43%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,359 +23,788 +143.6% 1.42% $19.5M $482.52
2025 Q3 REDUCED 16,571 -24,155 -59.3% 1.11% $8.6M $515.81
2025 Q2 ADDED 40,726 +23,996 +143.4% 1.57% $20.2M $494.54
2025 Q1 REDUCED 16,730 -26,469 -61.3% 0.90% $6.3M $372.54
2024 Q4 ADDED 43,199 +332 +0.8% 1.62% $18.1M $417.46
2024 Q3 ADDED 42,867 +7,317 +20.6% 1.69% $18.4M $425.32
2024 Q2 ADDED 35,550 +551 +1.6% 1.64% $16.1M $440.99
2024 Q1 ADDED 34,999 +1,414 +4.2% 1.51% $14.8M $414.36
2023 Q4 INITIATED 33,585 1.36% $13.1M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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