Ownership history in Sigma Planning Corp · 57 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp 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 | 135,011 | +340 | +0.3% | 1.81% | $65.4M | $482.52 |
| 2025 Q3 | REDUCED | 134,671 | -784 | -0.6% | 1.98% | $69.8M | $515.81 |
| 2025 Q2 | REDUCED | 135,455 | -16,246 | -10.7% | 2.03% | $67.4M | $494.54 |
| 2025 Q1 | ADDED | 151,701 | +2,425 | +1.6% | 1.82% | $56.9M | $372.54 |
| 2024 Q4 | REDUCED | 149,276 | -9,785 | -6.2% | 1.98% | $62.9M | $417.46 |
| 2024 Q3 | REDUCED | 159,061 | -4,475 | -2.7% | 2.10% | $68.4M | $425.32 |
| 2024 Q2 | REDUCED | 163,536 | -11,997 | -6.8% | 2.32% | $73.1M | $440.99 |
| 2024 Q1 | ADDED | 175,533 | +92,492 | +111.4% | 2.32% | $73.9M | $414.36 |
| 2023 Q4 | REDUCED | 83,041 | -85,817 | -50.8% | 2.44% | $31.2M | $369.67 |
| 2023 Q3 | REDUCED | 168,858 | -1,998 | -1.2% | 2.00% | $53.3M | $309.77 |
As of 2025 Q4 — sorted by position size