Ownership history in Spire Wealth Management · 20 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management 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 | 137,185 | +1,019 | +0.7% | 2.22% | $66.3M | $482.52 |
| 2025 Q3 | ADDED | 136,166 | +3,757 | +2.8% | 2.40% | $70.5M | $515.81 |
| 2025 Q2 | REDUCED | 132,409 | -50,668 | -27.7% | 2.35% | $65.5M | $494.54 |
| 2025 Q1 | ADDED | 183,077 | +9,726 | +5.6% | 2.20% | $68.7M | $372.54 |
| 2024 Q4 | REDUCED | 173,351 | -1,556 | -0.9% | 2.27% | $73.1M | $417.46 |
| 2024 Q3 | REDUCED | 174,907 | -12,159 | -6.5% | 2.54% | $75.3M | $425.32 |
| 2024 Q2 | REDUCED | 187,066 | -7,492 | -3.9% | 2.95% | $83.6M | $440.99 |
| 2024 Q1 | REDUCED | 194,558 | -6,126 | -3.1% | 1.99% | $109.6M | $414.36 |
| 2023 Q4 | ADDED | 200,684 | +20,556 | +11.4% | 2.64% | $80.0M | $369.67 |
| 2023 Q3 | ADDED | 180,128 | +4,499 | +2.6% | 2.17% | $56.9M | $309.77 |
As of 2025 Q4 — sorted by position size