Ownership history in PDS Planning, Inc · 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc 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 | 53,060 | +46 | +0.1% | 1.71% | $25.7M | $482.52 |
| 2025 Q3 | ADDED | 53,014 | +534 | +1.0% | 1.90% | $27.5M | $515.81 |
| 2025 Q2 | ADDED | 52,480 | +6,850 | +15.0% | 1.95% | $26.1M | $494.54 |
| 2025 Q1 | ADDED | 45,630 | +3,888 | +9.3% | 1.44% | $17.1M | $372.54 |
| 2024 Q4 | ADDED | 41,742 | +1,732 | +4.3% | 1.56% | $17.6M | $417.46 |
| 2024 Q3 | ADDED | 40,010 | +359 | +0.9% | 1.54% | $17.2M | $425.32 |
| 2024 Q2 | ADDED | 39,651 | +360 | +0.9% | 1.79% | $17.7M | $440.99 |
| 2024 Q1 | ADDED | 39,291 | +321 | +0.8% | 1.74% | $16.5M | $414.36 |
| 2023 Q4 | ADDED | 38,970 | +1,174 | +3.1% | 1.67% | $14.7M | $369.67 |
| 2023 Q3 | ADDED | 37,796 | +355 | +0.9% | 1.54% | $11.9M | $309.77 |
As of 2025 Q4 — sorted by position size