Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 85 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in MICROSOFT CORP Common (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 | 15,916 | +447 | +2.9% | 0.84% | $7.7M | $482.52 |
| 2025 Q3 | REDUCED | 15,469 | -1,594 | -9.3% | 0.91% | $8.0M | $515.81 |
| 2025 Q2 | ADDED | 17,063 | +1,516 | +9.8% | 0.99% | $8.5M | $494.54 |
| 2025 Q1 | REDUCED | 15,547 | -4,137 | -21.0% | 0.73% | $5.8M | $372.54 |
| 2024 Q4 | REDUCED | 19,684 | -53 | -0.3% | 1.01% | $8.3M | $417.46 |
| 2024 Q3 | REDUCED | 19,737 | -1,254 | -6.0% | 1.04% | $8.5M | $425.32 |
| 2024 Q2 | REDUCED | 20,991 | -3,998 | -16.0% | 1.12% | $9.4M | $440.99 |
| 2024 Q1 | REDUCED | 24,989 | -27,521 | -52.4% | 1.18% | $10.5M | $414.36 |
| 2023 Q4 | ADDED | 52,510 | +27,051 | +106.3% | 1.30% | $9.2M | $369.67 |
| 2023 Q3 | REDUCED | 25,459 | -842 | -3.2% | 1.22% | $8.0M | $309.77 |
As of 2025 Q4 — sorted by position size