Ownership history in SURIENCE PRIVATE WEALTH LLC · 17 quarters on record
This page tracks every 13F SEC filing in which SURIENCE PRIVATE 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 | 952 | +250 | +35.6% | 0.49% | $460K | $482.52 |
| 2025 Q3 | REDUCED | 702 | -372 | -34.6% | 0.33% | $364K | $515.81 |
| 2025 Q2 | REDUCED | 1,074 | -58 | -5.1% | 0.50% | $534K | $494.54 |
| 2025 Q1 | REDUCED | 1,132 | -9,921 | -89.8% | 0.74% | $425K | $372.54 |
| 2024 Q4 | ADDED | 11,053 | +9,249 | +512.7% | 6.02% | $4.7M | $417.46 |
| 2024 Q3 | UNCHANGED | 1,804 | — | 0% | 0.79% | $776K | $425.32 |
| 2024 Q2 | UNCHANGED | 1,804 | — | 0% | 1.04% | $806K | $440.99 |
| 2024 Q1 | REDUCED | 1,804 | -1,242 | -40.8% | 0.72% | $759K | $414.36 |
| 2023 Q4 | ADDED | 3,046 | +1,394 | +84.4% | 1.16% | $1.1M | $369.67 |
| 2023 Q3 | REDUCED | 1,652 | -1,390 | -45.7% | 1.01% | $522K | $309.77 |
As of 2025 Q4 — sorted by position size