Ownership history in SWEENEY & MICHEL, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which SWEENEY & MICHEL, 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 | 15,362 | +157 | +1.0% | 1.83% | $6.2M | $482.52 |
| 2025 Q3 | REDUCED | 15,205 | -495 | -3.2% | 2.61% | $7.8M | $515.81 |
| 2025 Q2 | REDUCED | 15,700 | -225 | -1.4% | 2.81% | $7.9M | $494.54 |
| 2025 Q1 | REDUCED | 15,925 | -65 | -0.4% | 2.47% | $5.6M | $372.54 |
| 2024 Q3 | ADDED | 15,990 | +29 | +0.2% | 2.64% | $6.7M | $425.32 |
| 2024 Q2 | REDUCED | 15,961 | -39 | -0.2% | 3.13% | $7.3M | $440.99 |
| 2024 Q1 | REDUCED | 16,000 | -185 | -1.1% | 2.95% | $6.7M | $414.36 |
| 2023 Q3 | ADDED | 16,185 | +160 | +1.0% | 3.08% | $5.9M | $309.77 |
| 2023 Q2 | ADDED | 16,025 | +127 | +0.8% | 2.69% | $5.2M | $333.39 |
| 2023 Q1 | INITIATED | 15,898 | — | — | 2.83% | $5.3M | $281.63 |
As of 2025 Q4 — sorted by position size