Ownership history in Operose Advisors LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Operose Advisors 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 | 10,908 | +883 | +8.8% | 1.23% | $5.3M | $482.52 |
| 2025 Q3 | ADDED | 10,025 | +1,620 | +19.3% | 1.29% | $5.2M | $515.81 |
| 2025 Q2 | REDUCED | 8,405 | -133 | -1.6% | 1.18% | $4.2M | $494.54 |
| 2025 Q1 | REDUCED | 8,538 | -406 | -4.5% | 1.06% | $3.2M | $372.54 |
| 2024 Q4 | ADDED | 8,944 | +1,676 | +23.1% | 1.29% | $3.8M | $417.46 |
| 2024 Q3 | ADDED | 7,268 | +666 | +10.1% | 1.01% | $3.1M | $425.32 |
| 2024 Q2 | REDUCED | 6,602 | -58 | -0.9% | 1.04% | $3.0M | $440.99 |
| 2024 Q1 | ADDED | 6,660 | +837 | +14.4% | 0.95% | $2.8M | $414.36 |
| 2023 Q4 | REDUCED | 5,823 | -1,902 | -24.6% | 0.88% | $2.2M | $369.67 |
| 2023 Q3 | ADDED | 7,725 | +3,031 | +64.6% | 0.97% | $2.4M | $309.77 |
As of 2025 Q4 — sorted by position size