Ownership history in MinichMacGregor Wealth Management, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which MinichMacGregor Wealth Management, LLC reported a position in MICROSOFT (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 | ADDED | 25,529 | +16,580 | +185.3% | 2.24% | $12.3M | $482.52 |
| 2025 Q3 | REDUCED | 8,949 | -118 | -1.3% | 0.90% | $4.6M | $515.81 |
| 2025 Q2 | REDUCED | 9,067 | -1,309 | -12.6% | 0.96% | $4.5M | $494.54 |
| 2025 Q1 | ADDED | 10,376 | +271 | +2.7% | 0.87% | $3.9M | $372.54 |
| 2024 Q4 | ADDED | 10,105 | +2,245 | +28.6% | 0.88% | $4.3M | $417.46 |
| 2024 Q3 | ADDED | 7,860 | +35 | +0.4% | 0.73% | $3.4M | $425.32 |
| 2024 Q2 | REDUCED | 7,825 | -1 | -0.0% | 0.85% | $3.5M | $440.99 |
| 2024 Q1 | REDUCED | 7,826 | -1,204 | -13.3% | 0.85% | $3.3M | $414.36 |
| 2023 Q4 | ADDED | 9,030 | +1,501 | +19.9% | 0.98% | $3.4M | $369.67 |
| 2023 Q3 | REDUCED | 7,529 | -298 | -3.8% | 0.79% | $2.4M | $309.77 |
As of 2025 Q4 — sorted by position size