Ownership history in Olistico Wealth, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Olistico Wealth, 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 | 7,704 | +99 | +1.3% | 1.82% | $3.7M | $482.52 |
| 2025 Q3 | UNCHANGED | 7,605 | — | 0% | 2.08% | $3.9M | $515.81 |
| 2025 Q2 | ADDED | 7,605 | +113 | +1.5% | 2.10% | $3.8M | $494.54 |
| 2025 Q1 | ADDED | 7,492 | +834 | +12.5% | 1.74% | $2.8M | $372.54 |
| 2024 Q4 | ADDED | 6,658 | +232 | +3.6% | 1.63% | $2.8M | $417.46 |
| 2024 Q3 | REDUCED | 6,426 | -616 | -8.7% | 1.69% | $2.8M | $425.32 |
| 2024 Q2 | ADDED | 7,042 | +96 | +1.4% | 2.01% | $3.1M | $440.99 |
| 2024 Q1 | ADDED | 6,946 | +244 | +3.6% | 2.11% | $2.9M | $414.36 |
| 2023 Q4 | ADDED | 6,702 | +454 | +7.3% | 1.97% | $2.5M | $369.67 |
| 2023 Q3 | ADDED | 6,248 | +39 | +0.6% | 1.76% | $2.0M | $309.77 |
As of 2025 Q4 — sorted by position size