Ownership history in Secure Asset Management, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Secure Asset Management, 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 | 22,061 | -230 | -1.0% | 1.67% | $10.7M | $482.52 |
| 2025 Q3 | ADDED | 22,291 | +1,510 | +7.3% | 1.91% | $11.6M | $515.81 |
| 2025 Q2 | REDUCED | 20,781 | -981 | -4.5% | 1.90% | $10.3M | $494.54 |
| 2025 Q1 | REDUCED | 21,762 | -6,586 | -23.2% | 1.64% | $8.2M | $372.54 |
| 2024 Q4 | ADDED | 28,348 | +2,458 | +9.5% | 1.81% | $11.9M | $417.46 |
| 2024 Q3 | ADDED | 25,890 | +3,384 | +15.0% | 1.88% | $11.1M | $425.32 |
| 2024 Q2 | ADDED | 22,506 | +5,664 | +33.6% | 1.90% | $10.1M | $440.99 |
| 2024 Q1 | REDUCED | 16,842 | -2,342 | -12.2% | 1.67% | $7.1M | $414.36 |
| 2023 Q4 | REDUCED | 19,184 | -57 | -0.3% | 1.94% | $7.2M | $369.67 |
| 2023 Q3 | ADDED | 19,241 | +1,169 | +6.5% | 1.82% | $6.1M | $309.77 |
As of 2025 Q4 — sorted by position size