Ownership history in Source Financial Advisors LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Source Financial Advisors 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 9,593 | -53 | -0.5% | 1.22% | $4.1M | $425.32 |
| 2024 Q2 | REDUCED | 9,646 | -589 | -5.8% | 1.33% | $4.3M | $440.99 |
| 2024 Q1 | REDUCED | 10,235 | -492 | -4.6% | 1.31% | $4.3M | $414.36 |
| 2023 Q4 | ADDED | 10,727 | +32 | +0.3% | 1.25% | $4.0M | $369.67 |
| 2023 Q3 | ADDED | 10,695 | +22 | +0.2% | 1.14% | $3.4M | $309.77 |
| 2023 Q2 | ADDED | 10,673 | +443 | +4.3% | 1.19% | $3.6M | $333.39 |
| 2023 Q1 | REDUCED | 10,230 | -1,843 | -15.3% | 0.99% | $2.9M | $281.63 |
| 2022 Q4 | ADDED | 12,073 | +3,736 | +44.8% | 1.09% | $2.9M | $233.69 |
| 2022 Q3 | ADDED | 8,337 | +913 | +12.3% | 0.77% | $1.9M | $226.31 |
| 2022 Q2 | REDUCED | 7,424 | -47 | -0.6% | 0.75% | $1.9M | $249.03 |
As of 2025 Q4 — sorted by position size