MSFT MICROSOFT CORP

Ownership history in Paladin Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Paladin 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.

Peak position
3.05% (2025 Q2)
Avg. % of fund
2.66%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,267 -410 -5.3% 2.40% $3.5M $482.52
2025 Q3 REDUCED 7,677 -199 -2.5% 2.88% $4.0M $515.81
2025 Q2 REDUCED 7,876 -15 -0.2% 3.05% $3.9M $494.54
2025 Q1 ADDED 7,891 +685 +9.5% 2.66% $3.0M $372.54
2024 Q4 ADDED 7,206 +982 +15.8% 2.62% $3.0M $417.46
2024 Q3 INITIATED 6,224 2.34% $2.7M $425.32
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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