MSFT MICROSOFT CORP

Ownership history in Net Worth Advisory Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which Net Worth Advisory Group 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
1.37% (2025 Q4)
Avg. % of fund
0.95%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,983 +7,697 +122.4% 1.37% $6.8M $482.52
2025 Q3 REDUCED 6,286 -4,130 -39.7% 0.94% $3.3M $515.81
2025 Q2 ADDED 10,416 +4,443 +74.4% 1.15% $5.2M $494.54
2025 Q1 ADDED 5,973 +193 +3.3% 0.71% $2.2M $372.54
2024 Q4 REDUCED 5,780 -367 -6.0% 0.74% $2.4M $417.46
2024 Q3 INITIATED 6,147 0.78% $2.6M $425.32
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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