MSFT MSFT

Ownership history in Prentice Wealth Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in MSFT (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
2.05% (2022 Q3)
Avg. % of fund
1.47%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,482 +69 +0.7% 1.05% $4.6M $482.52
2025 Q3 REDUCED 9,413 -182 -1.9% 1.20% $4.9M $515.81
2025 Q2 REDUCED 9,595 -314 -3.2% 1.25% $4.8M $494.54
2025 Q1 REDUCED 9,909 -345 -3.4% 1.07% $3.7M $372.54
2024 Q4 REDUCED 10,254 -147 -1.4% 1.25% $4.3M $417.46
2024 Q3 REDUCED 10,401 -232 -2.2% 1.33% $4.5M $425.32
2024 Q2 ADDED 10,633 +47 +0.4% 1.55% $4.8M $440.99
2024 Q1 ADDED 10,586 +551 +5.5% 1.55% $4.5M $414.36
2023 Q4 ADDED 10,035 +318 +3.3% 1.47% $3.8M $369.67
2023 Q3 REDUCED 9,717 -120 -1.2% 1.39% $3.1M $309.77
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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