Ownership history in Valued Wealth Advisors LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Valued Wealth Advisors 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 | 1,584 | +95 | +6.4% | 0.34% | $766K | $482.52 |
| 2025 Q3 | UNCHANGED | 1,489 | — | 0% | 0.36% | $771K | $515.81 |
| 2025 Q2 | ADDED | 1,489 | +28 | +1.9% | 0.39% | $740K | $494.54 |
| 2025 Q1 | REDUCED | 1,461 | -131 | -8.2% | 0.33% | $549K | $372.54 |
| 2024 Q4 | REDUCED | 1,592 | -29 | -1.8% | 0.42% | $671K | $417.46 |
| 2024 Q3 | REDUCED | 1,621 | -66 | -3.9% | 0.45% | $698K | $425.32 |
| 2024 Q2 | ADDED | 1,687 | +203 | +13.7% | 0.52% | $754K | $440.99 |
| 2024 Q1 | ADDED | 1,484 | +460 | +44.9% | 0.44% | $624K | $414.36 |
| 2023 Q4 | INITIATED | 1,024 | — | — | 0.30% | $323K | — |
As of 2025 Q4 — sorted by position size