Ownership history in Pacific Wealth Management · 13 quarters on record
This page tracks every 13F SEC filing in which Pacific Wealth Management 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 | 950 | +1 | +0.1% | 0.21% | $460K | $482.52 |
| 2025 Q3 | ADDED | 949 | +1 | +0.1% | 0.25% | $492K | $515.81 |
| 2025 Q2 | ADDED | 948 | +294 | +45.0% | 0.23% | $472K | $494.54 |
| 2025 Q1 | ADDED | 654 | +1 | +0.2% | 0.13% | $246K | $372.54 |
| 2024 Q4 | REDUCED | 653 | -130 | -16.6% | 0.15% | $275K | $417.46 |
| 2024 Q3 | ADDED | 783 | +1 | +0.1% | 0.16% | $337K | $425.32 |
| 2024 Q2 | ADDED | 782 | +2 | +0.3% | 0.18% | $350K | $440.99 |
| 2024 Q1 | UNCHANGED | 780 | — | 0% | 0.17% | $293K | $414.36 |
| 2023 Q4 | ADDED | 780 | +1 | +0.1% | 0.17% | $293K | $369.67 |
| 2023 Q3 | ADDED | 779 | +2 | +0.3% | 0.16% | $246K | $309.77 |
As of 2025 Q4 — sorted by position size