Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 61,626 | +2 | +0.0% | 8.08% | $29.8M | $482.52 |
| 2025 Q3 | REDUCED | 61,624 | -15 | -0.0% | 9.05% | $31.9M | $515.81 |
| 2025 Q2 | REDUCED | 61,639 | -31 | -0.1% | 9.50% | $30.7M | $494.54 |
| 2025 Q1 | REDUCED | 61,670 | -198 | -0.3% | 7.84% | $23.2M | $372.54 |
| 2024 Q4 | REDUCED | 61,868 | -88 | -0.1% | 8.75% | $26.1M | $417.46 |
| 2024 Q3 | REDUCED | 61,956 | -99 | -0.2% | 8.60% | $26.7M | $425.32 |
| 2024 Q2 | REDUCED | 62,055 | -25 | -0.0% | 9.94% | $27.7M | $440.99 |
| 2024 Q1 | ADDED | 62,080 | +45 | +0.1% | 9.08% | $26.1M | $414.36 |
| 2023 Q4 | REDUCED | 62,035 | -363 | -0.6% | 8.95% | $23.3M | $369.67 |
| 2023 Q3 | ADDED | 62,398 | +189 | +0.3% | 8.44% | $19.7M | $309.77 |
As of 2025 Q4 — sorted by position size