MSFT MICROSOFT CORP

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, 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
2.99% (2020 Q2)
Avg. % of fund
1.89%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 156,642 +6,747 +4.5% 2.48% $75.8M $482.52
2025 Q3 REDUCED 149,895 -3,741 -2.4% 2.66% $77.6M $515.81
2025 Q2 ADDED 153,636 +4,681 +3.1% 2.82% $76.4M $494.54
2025 Q1 ADDED 148,955 +6,996 +4.9% 2.30% $55.9M $372.54
2024 Q4 ADDED 141,959 +2,851 +2.0% 2.45% $59.8M $417.46
2024 Q3 ADDED 139,108 +1,101 +0.8% 2.38% $56.5M $425.32
2024 Q2 ADDED 138,007 +16,378 +13.5% 2.78% $61.7M $440.99
2024 Q1 ADDED 121,629 +3,292 +2.8% 2.51% $45.7M $414.36
2023 Q4 REDUCED 118,337 -2,972 -2.4% 2.50% $44.5M $369.67
2023 Q3 ADDED 121,309 +2,430 +2.0% 2.47% $38.3M $309.77
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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