MSFT MICROSOFT CORP

Ownership history in PACES FERRY WEALTH ADVISORS, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which PACES FERRY WEALTH 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.

Peak position
2.31% (2024 Q2)
Avg. % of fund
1.88%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,038 -300 -3.6% 1.58% $3.9M $482.52
2025 Q3 ADDED 8,338 +2 +0.0% 1.80% $4.3M $515.81
2025 Q2 REDUCED 8,336 -130 -1.5% 1.90% $4.1M $494.54
2025 Q1 REDUCED 8,466 -269 -3.1% 1.58% $3.2M $372.54
2024 Q4 ADDED 8,735 +156 +1.8% 1.79% $3.7M $417.46
2024 Q3 ADDED 8,579 +21 +0.2% 2.12% $3.7M $425.32
2024 Q2 ADDED 8,558 +254 +3.1% 2.31% $3.8M $440.99
2024 Q1 ADDED 8,304 +64 +0.8% 2.24% $3.5M $414.36
2023 Q4 ADDED 8,240 +224 +2.8% 2.16% $3.1M $369.67
2023 Q3 ADDED 8,016 +237 +3.0% 2.01% $2.5M $309.77
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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