Ownership history in PRIVATE CLIENT SERVICES, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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 | REDUCED | 7,118 | -142 | -2.0% | 1.08% | $3.4M | $482.52 |
| 2025 Q3 | REDUCED | 7,260 | -589 | -7.5% | 1.26% | $3.8M | $515.81 |
| 2025 Q2 | ADDED | 7,849 | +2,906 | +58.8% | 1.52% | $3.9M | $494.54 |
| 2025 Q1 | REDUCED | 4,943 | -1,565 | -24.0% | 0.92% | $1.9M | $372.54 |
As of 2025 Q4 — sorted by position size