Ownership history in LifePlan Financial, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which LifePlan Financial, 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 | 5,344 | -119 | -2.2% | 1.98% | $2.6M | $482.52 |
| 2025 Q3 | REDUCED | 5,463 | -169 | -3.0% | 2.24% | $2.8M | $515.81 |
| 2025 Q2 | ADDED | 5,632 | +138 | +2.5% | 2.32% | $2.8M | $494.54 |
| 2025 Q1 | ADDED | 5,494 | +317 | +6.1% | 1.80% | $2.1M | $372.54 |
| 2024 Q4 | REDUCED | 5,177 | -2 | -0.0% | 1.93% | $2.2M | $417.46 |
| 2024 Q3 | ADDED | 5,179 | +100 | +2.0% | 1.91% | $2.2M | $425.32 |
| 2024 Q2 | REDUCED | 5,079 | -153 | -2.9% | 2.09% | $2.3M | $440.99 |
| 2024 Q1 | REDUCED | 5,232 | -24 | -0.5% | 2.02% | $2.2M | $414.36 |
| 2023 Q4 | INITIATED | 5,256 | — | — | 1.98% | $2.0M | — |
As of 2025 Q4 — sorted by position size