Ownership history in SYM FINANCIAL Corp · 33 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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 | REDUCED | 19,996 | -705 | -3.4% | 0.99% | $9.7M | $482.52 |
| 2025 Q3 | REDUCED | 20,701 | -2,235 | -9.7% | 1.15% | $10.7M | $515.81 |
| 2025 Q2 | ADDED | 22,936 | +1,751 | +8.3% | 1.28% | $11.4M | $494.54 |
| 2025 Q1 | REDUCED | 21,185 | -1,030 | -4.6% | 0.98% | $8.0M | $372.54 |
| 2024 Q4 | ADDED | 22,215 | +14,071 | +172.8% | 1.21% | $9.4M | $417.46 |
| 2024 Q3 | ADDED | 8,144 | +305 | +3.9% | 0.47% | $3.5M | $425.32 |
| 2024 Q2 | ADDED | 7,839 | +840 | +12.0% | 0.56% | $3.5M | $440.99 |
| 2024 Q1 | REDUCED | 6,999 | -3,394 | -32.7% | 0.49% | $2.9M | $414.36 |
| 2023 Q4 | ADDED | 10,393 | +1,179 | +12.8% | 0.63% | $3.9M | $369.67 |
| 2023 Q3 | ADDED | 9,214 | +7,547 | +452.7% | 0.52% | $2.9M | $309.77 |
As of 2025 Q4 — sorted by position size