Ownership history in Phoenix Wealth Advisors · 21 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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 | REDUCED | 20,263 | -123 | -0.6% | 3.77% | $9.8M | $482.52 |
| 2025 Q3 | ADDED | 20,386 | +876 | +4.5% | 4.06% | $10.6M | $515.81 |
| 2025 Q2 | REDUCED | 19,510 | -350 | -1.8% | 4.06% | $9.7M | $494.54 |
| 2025 Q1 | REDUCED | 19,860 | -90 | -0.5% | 3.25% | $7.5M | $372.54 |
| 2024 Q4 | REDUCED | 19,950 | -1,320 | -6.2% | 3.65% | $8.4M | $417.46 |
| 2024 Q3 | REDUCED | 21,270 | -408 | -1.9% | 4.25% | $9.2M | $425.32 |
| 2024 Q2 | ADDED | 21,678 | +169 | +0.8% | 4.86% | $9.7M | $440.99 |
| 2024 Q1 | ADDED | 21,509 | +3,644 | +20.4% | 5.51% | $9.0M | $414.36 |
| 2023 Q4 | ADDED | 17,865 | +123 | +0.7% | 4.61% | $6.6M | $369.67 |
| 2023 Q3 | ADDED | 17,742 | +147 | +0.8% | 3.29% | $5.6M | $309.77 |
As of 2025 Q4 — sorted by position size