Ownership history in Transform Wealth, LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Transform 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 Q1 | REDUCED | 150,910 | -365 | -0.2% | 3.43% | $56.6M | $372.54 |
| 2024 Q4 | ADDED | 151,275 | +12,980 | +9.4% | 3.54% | $63.8M | $417.46 |
| 2024 Q3 | ADDED | 138,295 | +5,519 | +4.2% | 3.94% | $59.5M | $425.32 |
| 2024 Q2 | ADDED | 132,776 | +1,088 | +0.8% | 4.45% | $59.3M | $440.99 |
| 2024 Q1 | REDUCED | 131,688 | -1,592 | -1.2% | 5.26% | $55.4M | $414.36 |
| 2023 Q4 | REDUCED | 133,280 | -1,029 | -0.8% | 4.89% | $50.1M | $369.67 |
| 2023 Q3 | REDUCED | 134,309 | -9,857 | -6.8% | 4.47% | $42.4M | $309.77 |
| 2023 Q2 | ADDED | 144,166 | +1,261 | +0.9% | 4.41% | $49.1M | $333.39 |
| 2023 Q1 | ADDED | 142,905 | +12,125 | +9.3% | 3.89% | $41.2M | $281.63 |
| 2022 Q4 | ADDED | 130,780 | +13,335 | +11.4% | 3.52% | $31.4M | $233.69 |
As of 2025 Q4 — sorted by position size