Ownership history in Mutual Advisors, LLC · 34 quarters on record
This page tracks every 13F SEC filing in which Mutual Advisors, 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 | ADDED | 223,534 | +10,072 | +4.7% | 2.32% | $108.1M | $482.52 |
| 2025 Q3 | REDUCED | 213,462 | -5,577 | -2.5% | 2.45% | $111.1M | $515.81 |
| 2025 Q2 | REDUCED | 219,039 | -8,508 | -3.7% | 2.81% | $112.5M | $494.54 |
| 2025 Q1 | ADDED | 227,547 | +18,309 | +8.8% | 2.55% | $89.2M | $372.54 |
| 2024 Q4 | REDUCED | 209,238 | -2,676 | -1.3% | 2.57% | $88.8M | $417.46 |
| 2024 Q3 | ADDED | 211,914 | +7,501 | +3.7% | 2.63% | $90.0M | $425.32 |
| 2024 Q2 | REDUCED | 204,413 | -23,518 | -10.3% | 2.63% | $87.2M | $440.99 |
| 2024 Q1 | ADDED | 227,931 | +10,409 | +4.8% | 3.08% | $95.9M | $414.36 |
| 2023 Q4 | ADDED | 217,522 | +10,659 | +5.2% | 2.85% | $81.8M | $369.67 |
| 2023 Q3 | ADDED | 206,863 | +10,244 | +5.2% | 2.55% | $65.3M | $309.77 |
As of 2025 Q4 — sorted by position size