Ownership history in VALLEY WEALTH MANAGERS, INC. · 107 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in MICROSOFT CORPORATION 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 | ADDED | 74,888 | +1,896 | +2.6% | 2.32% | $36.2M | $482.52 |
| 2025 Q3 | ADDED | 72,992 | +1,007 | +1.4% | 2.50% | $37.8M | $515.81 |
| 2025 Q2 | REDUCED | 71,985 | -3,508 | -4.6% | 2.57% | $35.8M | $494.54 |
| 2025 Q1 | REDUCED | 75,493 | -253 | -0.3% | 2.15% | $28.3M | $372.54 |
| 2024 Q4 | ADDED | 75,746 | +584 | +0.8% | 2.39% | $31.9M | $417.46 |
| 2024 Q3 | ADDED | 75,162 | +467 | +0.6% | 2.40% | $32.3M | $425.32 |
| 2024 Q2 | REDUCED | 74,695 | -5,631 | -7.0% | 2.66% | $33.4M | $440.99 |
| 2024 Q1 | REDUCED | 80,326 | -4,792 | -5.6% | 2.55% | $33.8M | $414.36 |
| 2023 Q4 | REDUCED | 85,118 | -3,587 | -4.0% | 2.50% | $32.0M | $369.67 |
| 2023 Q3 | REDUCED | 88,705 | -3,392 | -3.7% | 2.33% | $28.0M | $309.77 |
As of 2025 Q4 — sorted by position size