Ownership history in PERSONAL CFO SOLUTIONS, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 35,655 | +978 | +2.8% | 2.74% | $17.2M | $482.52 |
| 2025 Q3 | ADDED | 34,677 | +1,674 | +5.1% | 3.15% | $18.0M | $515.81 |
| 2025 Q2 | ADDED | 33,003 | +1,166 | +3.7% | 3.04% | $16.4M | $494.54 |
| 2025 Q1 | ADDED | 31,837 | +959 | +3.1% | 2.43% | $12.0M | $372.54 |
| 2024 Q4 | ADDED | 30,878 | +439 | +1.4% | 2.56% | $13.0M | $417.46 |
| 2024 Q3 | REDUCED | 30,439 | -993 | -3.2% | 1.83% | $13.1M | $425.32 |
| 2024 Q2 | ADDED | 31,432 | +209 | +0.7% | 2.16% | $14.0M | $440.99 |
| 2024 Q1 | ADDED | 31,223 | +739 | +2.4% | 2.05% | $13.1M | $414.36 |
| 2023 Q4 | ADDED | 30,484 | +2,917 | +10.6% | 1.98% | $11.5M | $369.67 |
| 2023 Q3 | ADDED | 27,567 | +473 | +1.7% | 1.72% | $8.7M | $309.77 |
As of 2025 Q4 — sorted by position size