Ownership history in Triangle Securities Wealth Management · 57 quarters on record
This page tracks every 13F SEC filing in which Triangle Securities Wealth Management reported a position in MICROSOFT CORP COM (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 | 23,924 | -1,755 | -6.8% | 2.44% | $11.6M | $482.52 |
| 2025 Q3 | ADDED | 25,679 | +5,805 | +29.2% | 3.01% | $13.3M | $515.81 |
| 2025 Q2 | REDUCED | 19,874 | -6,610 | -25.0% | 2.43% | $9.9M | $494.54 |
| 2025 Q1 | REDUCED | 26,484 | -87 | -0.3% | 2.56% | $9.9M | $372.54 |
| 2024 Q4 | REDUCED | 26,571 | -582 | -2.1% | 2.87% | $11.2M | $417.46 |
| 2024 Q3 | REDUCED | 27,153 | -958 | -3.4% | 3.02% | $11.7M | $425.32 |
| 2024 Q2 | REDUCED | 28,111 | -585 | -2.0% | 3.55% | $12.6M | $440.99 |
| 2024 Q1 | REDUCED | 28,696 | -108 | -0.4% | 3.44% | $12.1M | $414.36 |
| 2023 Q4 | REDUCED | 28,804 | -137 | -0.5% | 3.37% | $10.8M | $369.67 |
| 2023 Q3 | REDUCED | 28,941 | -3 | -0.0% | 3.25% | $9.1M | $309.77 |
As of 2025 Q4 — sorted by position size