MSFT MICROSOFT CORP COM

Ownership history in Sharp Wealth Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in MICROSOFT CORP COM (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
1.13% (2025 Q2)
Avg. % of fund
0.95%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,321 -57 -1.7% 0.81% $1.6M $482.52
2025 Q3 REDUCED 3,378 -160 -4.5% 0.95% $1.7M $515.81
2025 Q2 REDUCED 3,538 -391 -10.0% 1.13% $1.8M $494.54
2025 Q1 ADDED 3,929 +1,363 +53.1% 1.13% $1.5M $372.54
3 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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