Ownership history in Olde Wealth Management, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Olde Wealth Management, 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 | 31,295 | -71 | -0.2% | 4.65% | $15.1M | $482.52 |
| 2025 Q3 | REDUCED | 31,366 | -2,062 | -6.2% | 4.90% | $15.9M | $515.81 |
| 2025 Q1 | REDUCED | 33,428 | -223 | -0.7% | 4.43% | $12.5M | $372.54 |
| 2024 Q4 | REDUCED | 33,651 | -258 | -0.8% | 5.07% | $14.2M | $417.46 |
| 2024 Q3 | ADDED | 33,909 | +74 | +0.2% | 5.23% | $14.6M | $425.32 |
| 2024 Q2 | REDUCED | 33,835 | -62 | -0.2% | 5.76% | $15.1M | $440.99 |
| 2024 Q1 | REDUCED | 33,897 | -88 | -0.3% | 6.59% | $13.9M | $414.36 |
| 2023 Q4 | REDUCED | 33,985 | -2,760 | -7.5% | 5.53% | $12.8M | $369.67 |
| 2023 Q3 | REDUCED | 36,745 | -1 | -0.0% | 5.77% | $11.8M | $309.77 |
| 2023 Q2 | REDUCED | 36,746 | -639 | -1.7% | 5.75% | $12.4M | $333.39 |
As of 2025 Q4 — sorted by position size