Ownership history in Sanchez Wealth Management Group · 20 quarters on record
This page tracks every 13F SEC filing in which Sanchez Wealth Management Group 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 | 6,753 | +695 | +11.5% | 0.70% | $3.3M | $482.52 |
| 2025 Q3 | REDUCED | 6,058 | -5 | -0.1% | 0.70% | $3.1M | $515.81 |
| 2025 Q2 | REDUCED | 6,063 | -3,075 | -33.7% | 0.73% | $3.0M | $494.54 |
| 2025 Q1 | ADDED | 9,138 | +129 | +1.4% | 0.93% | $3.4M | $372.54 |
| 2024 Q4 | ADDED | 9,009 | +8,082 | +871.8% | 1.04% | $3.8M | $417.46 |
| 2024 Q3 | ADDED | 927 | +12 | +1.3% | 0.12% | $399K | $425.32 |
| 2024 Q2 | ADDED | 915 | +10 | +1.1% | 0.13% | $409K | $440.99 |
| 2024 Q1 | ADDED | 905 | +1 | +0.1% | 0.13% | $381K | $414.36 |
| 2023 Q4 | REDUCED | 904 | -90 | -9.1% | 0.12% | $340K | $369.67 |
| 2023 Q3 | ADDED | 994 | +92 | +10.2% | 0.13% | $314K | $309.77 |
As of 2025 Q4 — sorted by position size