MSFT MICROSOFT CORP

Ownership history in LWMG, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which LWMG, 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
0.84% (2024 Q2)
Avg. % of fund
0.74%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 9,276 +380 +4.3% 0.76% $4.0M $425.32
2024 Q2 ADDED 8,896 +1,062 +13.6% 0.84% $4.0M $440.99
2024 Q1 REDUCED 7,834 -457 -5.5% 0.76% $3.3M $414.36
2023 Q4 ADDED 8,291 +430 +5.5% 0.77% $3.1M $369.67
4 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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