MSFT MICROSOFT CORP

Ownership history in New Perspectives, Inc  ·  11 quarters on record

This page tracks every 13F SEC filing in which New Perspectives, Inc 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
0.37% (2025 Q2)
Avg. % of fund
0.26%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,521 0% 0.26% $736K $482.52
2025 Q3 ADDED 1,521 +1 +0.1% 0.35% $788K $515.81
2025 Q2 ADDED 1,520 +1 +0.1% 0.37% $756K $494.54
2025 Q1 ADDED 1,519 +1 +0.1% 0.30% $570K $372.54
2024 Q4 ADDED 1,518 +1 +0.1% 0.34% $640K $417.46
2024 Q3 ADDED 1,517 +701 +85.9% 0.35% $653K $425.32
2024 Q2 UNCHANGED 816 0% 0.19% $365K $440.99
2024 Q1 REDUCED 816 -79 -8.8% 0.19% $343K $414.36
2022 Q4 ADDED 895 +211 +30.8% 0.19% $230K $233.69
2022 Q1 REDUCED 684 -13 -1.9% 0.15% $211K $298.25
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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