Ownership history in Selective Wealth Management, Inc. · 25 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. 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 | 4,848 | +350 | +7.8% | 0.69% | $2.2M | $482.52 |
| 2025 Q3 | REDUCED | 4,498 | -96 | -2.1% | 0.76% | $2.4M | $515.81 |
| 2025 Q2 | REDUCED | 4,594 | -41 | -0.9% | 0.84% | $2.3M | $494.54 |
| 2025 Q1 | ADDED | 4,635 | +88 | +1.9% | 0.78% | $1.8M | $372.54 |
| 2024 Q4 | ADDED | 4,547 | +177 | +4.1% | 0.77% | $1.9M | $417.46 |
| 2024 Q3 | ADDED | 4,370 | +401 | +10.1% | 0.75% | $1.8M | $425.32 |
| 2024 Q2 | REDUCED | 3,969 | -102 | -2.5% | 0.80% | $1.8M | $440.99 |
| 2024 Q1 | ADDED | 4,071 | +17 | +0.4% | 0.75% | $1.7M | $414.36 |
| 2023 Q4 | REDUCED | 4,054 | -34 | -0.8% | 0.75% | $1.5M | $369.67 |
| 2023 Q3 | REDUCED | 4,088 | -642 | -13.6% | 0.72% | $1.3M | $309.77 |
As of 2025 Q4 — sorted by position size