Ownership history in Peninsula Wealth, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Peninsula 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 10,954 | +315 | +3.0% | 0.79% | $4.6M | $417.46 |
| 2024 Q3 | ADDED | 10,639 | +302 | +2.9% | 0.77% | $4.4M | $425.32 |
| 2024 Q2 | ADDED | 10,337 | +4,715 | +83.9% | 0.88% | $4.7M | $440.99 |
| 2024 Q1 | REDUCED | 5,622 | -4,694 | -45.5% | 0.69% | $2.4M | $414.36 |
| 2023 Q4 | ADDED | 10,316 | +233 | +2.3% | 0.80% | $3.9M | $369.67 |
| 2023 Q3 | ADDED | 10,083 | +852 | +9.2% | 0.78% | $3.3M | $309.77 |
| 2023 Q2 | ADDED | 9,231 | +184 | +2.0% | 0.82% | $3.1M | $333.39 |
| 2023 Q1 | REDUCED | 9,047 | -913 | -9.2% | 0.75% | $2.6M | $281.63 |
| 2022 Q4 | REDUCED | 9,960 | -290 | -2.8% | 0.75% | $2.4M | $233.69 |
| 2022 Q3 | ADDED | 10,250 | +251 | +2.5% | 0.84% | $2.4M | $226.31 |
As of 2025 Q4 — sorted by position size