Ownership history in tru Independence LLC · 24 quarters on record
This page tracks every 13F SEC filing in which tru Independence 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 | 15,392 | +1,922 | +14.3% | 1.88% | $7.4M | $482.52 |
| 2025 Q3 | ADDED | 13,470 | +1,852 | +15.9% | 1.81% | $7.0M | $515.81 |
| 2025 Q2 | ADDED | 11,618 | +1,180 | +11.3% | 1.67% | $5.8M | $494.54 |
| 2025 Q1 | ADDED | 10,438 | +13 | +0.1% | 1.22% | $3.9M | $372.54 |
| 2024 Q4 | REDUCED | 10,425 | -909 | -8.0% | 1.38% | $4.4M | $417.46 |
| 2024 Q3 | ADDED | 11,334 | +81 | +0.7% | 1.43% | $4.9M | $425.32 |
| 2024 Q2 | ADDED | 11,253 | +412 | +3.8% | 1.52% | $5.0M | $440.99 |
| 2024 Q1 | REDUCED | 10,841 | -359 | -3.2% | 1.34% | $4.6M | $414.36 |
| 2023 Q4 | REDUCED | 11,200 | -25 | -0.2% | 1.28% | $4.2M | $369.67 |
| 2023 Q3 | ADDED | 11,225 | +60 | +0.5% | 1.23% | $3.5M | $309.77 |
As of 2025 Q4 — sorted by position size