MSFT MICROSOFT CORP

Ownership history in Rede Wealth, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Rede 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.

Peak position
4.26% (2025 Q3)
Avg. % of fund
1.57%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,270 -2,195 -21.0% 1.39% $4.0M $482.52
2025 Q3 ADDED 10,465 +1,878 +21.9% 4.26% $5.4M $515.81
2025 Q2 REDUCED 8,587 -72 -0.8% 1.54% $4.3M $494.54
2025 Q1 ADDED 8,659 +46 +0.5% 1.15% $3.3M $372.54
17 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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