Ownership history in Lipe & Dalton · 52 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in MICROSOFT CORP COM COM (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 | 5,721 | -257 | -4.3% | 1.37% | $2.8M | $482.52 |
| 2025 Q2 | UNCHANGED | 5,978 | — | 0% | 1.61% | $3.0M | $494.54 |
| 2025 Q1 | REDUCED | 5,978 | -495 | -7.6% | 1.26% | $2.2M | $372.54 |
| 2024 Q4 | REDUCED | 6,473 | -460 | -6.6% | 1.45% | $2.7M | $417.46 |
| 2024 Q3 | UNCHANGED | 6,933 | — | 0% | 1.51% | $3.0M | $425.32 |
| 2024 Q2 | REDUCED | 6,933 | -50 | -0.7% | 1.67% | $3.1M | $440.99 |
| 2024 Q1 | ADDED | 6,983 | +10 | +0.1% | 1.51% | $2.9M | $414.36 |
| 2023 Q4 | REDUCED | 6,973 | -130 | -1.8% | 1.42% | $2.6M | $369.67 |
| 2023 Q3 | REDUCED | 7,103 | -70 | -1.0% | 1.35% | $2.2M | $309.77 |
| 2023 Q2 | REDUCED | 7,173 | -150 | -2.0% | 1.39% | $2.4M | $333.39 |
As of 2025 Q4 — sorted by position size