Ownership history in Mosley Wealth Management · 6 quarters on record
This page tracks every 13F SEC filing in which Mosley Wealth Management 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 | ADDED | 6,547 | +458 | +7.5% | 1.57% | $3.4M | $482.52 |
| 2024 Q4 | ADDED | 6,089 | +470 | +8.4% | 1.67% | $2.7M | $417.46 |
| 2024 Q3 | ADDED | 5,619 | +1,797 | +47.0% | 1.61% | $2.4M | $425.32 |
| 2024 Q2 | ADDED | 3,822 | +430 | +12.7% | 1.45% | $1.7M | $440.99 |
| 2024 Q1 | REDUCED | 3,392 | -130 | -3.7% | 1.34% | $1.4M | $414.36 |
| 2023 Q4 | INITIATED | 3,522 | — | — | 1.31% | $1.3M | — |
As of 2025 Q4 — sorted by position size