Ownership history in Tempus Wealth Planning, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Tempus Wealth Planning, 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 | REDUCED | 20,975 | -699 | -3.2% | 2.32% | $10.1M | $482.52 |
| 2025 Q3 | ADDED | 21,674 | +8 | +0.0% | 2.58% | $11.2M | $515.81 |
| 2025 Q2 | ADDED | 21,666 | +31 | +0.1% | 2.69% | $10.8M | $494.54 |
| 2025 Q1 | ADDED | 21,635 | +257 | +1.2% | 2.43% | $8.1M | $372.54 |
| 2024 Q4 | ADDED | 21,378 | +148 | +0.7% | 2.75% | $9.0M | $417.46 |
| 2024 Q3 | ADDED | 21,230 | +273 | +1.3% | 3.35% | $9.1M | $425.32 |
| 2024 Q2 | ADDED | 20,957 | +272 | +1.3% | 3.91% | $9.4M | $440.99 |
| 2024 Q1 | ADDED | 20,685 | +81 | +0.4% | 3.83% | $8.7M | $414.36 |
| 2023 Q4 | REDUCED | 20,604 | -201 | -1.0% | 3.40% | $7.7M | $369.67 |
| 2023 Q3 | REDUCED | 20,805 | -3,517 | -14.5% | 3.29% | $6.6M | $309.77 |
As of 2025 Q4 — sorted by position size