Ownership history in RMR Wealth Builders · 24 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders 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 | 51,261 | +1,053 | +2.1% | 1.98% | $24.8M | $482.52 |
| 2025 Q3 | REDUCED | 50,208 | -622 | -1.2% | 2.18% | $26.0M | $515.81 |
| 2025 Q2 | ADDED | 50,830 | +1,977 | +4.0% | 2.30% | $25.3M | $494.54 |
| 2025 Q1 | REDUCED | 48,853 | -805 | -1.6% | 1.93% | $18.3M | $372.54 |
| 2024 Q4 | ADDED | 49,658 | +1,739 | +3.6% | 2.18% | $20.9M | $417.46 |
| 2024 Q3 | ADDED | 47,919 | +354 | +0.7% | 2.18% | $20.6M | $425.32 |
| 2024 Q2 | ADDED | 47,565 | +171 | +0.4% | 2.44% | $21.3M | $440.99 |
| 2024 Q1 | ADDED | 47,394 | +2,193 | +4.9% | 2.41% | $19.9M | $414.36 |
| 2023 Q4 | REDUCED | 45,201 | -638 | -1.4% | 2.39% | $17.0M | $369.67 |
| 2023 Q3 | ADDED | 45,839 | +3,568 | +8.4% | 2.31% | $14.5M | $309.77 |
As of 2025 Q4 — sorted by position size