Ownership history in ODonnell Financial Services, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which ODonnell Financial Services, 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 | REDUCED | 3,162 | -6 | -0.2% | 0.52% | $1.5M | $482.52 |
| 2025 Q3 | ADDED | 3,168 | +317 | +11.1% | 0.58% | $1.6M | $515.81 |
| 2025 Q2 | REDUCED | 2,851 | -87 | -3.0% | 0.54% | $1.4M | $494.54 |
| 2025 Q1 | ADDED | 2,938 | +92 | +3.2% | 0.46% | $1.1M | $372.54 |
| 2024 Q4 | ADDED | 2,846 | +53 | +1.9% | 0.48% | $1.2M | $417.46 |
| 2024 Q3 | ADDED | 2,793 | +253 | +10.0% | 0.49% | $1.2M | $425.32 |
| 2024 Q2 | REDUCED | 2,540 | -200 | -7.3% | 0.50% | $1.1M | $440.99 |
| 2024 Q1 | ADDED | 2,740 | +60 | +2.2% | 0.53% | $1.2M | $414.36 |
| 2023 Q4 | REDUCED | 2,680 | -167 | -5.9% | 0.51% | $1.0M | $369.67 |
| 2023 Q3 | UNCHANGED | 2,847 | — | 0% | 0.50% | $899K | $309.77 |
As of 2025 Q4 — sorted by position size