MSFT MICROSOFT CORP

Ownership history in W ADVISORS, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which W 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.

Peak position
4.45% (2024 Q2)
Avg. % of fund
3.88%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,974 +502 +3.2% 3.89% $7.7M $482.52
2025 Q3 ADDED 15,472 +145 +0.9% 4.22% $8.0M $515.81
2025 Q2 REDUCED 15,327 -448 -2.8% 4.37% $7.6M $494.54
2025 Q1 ADDED 15,775 +131 +0.8% 3.71% $5.9M $372.54
2024 Q4 ADDED 15,644 +111 +0.7% 4.08% $6.6M $417.46
2024 Q3 ADDED 15,533 +342 +2.3% 4.12% $6.7M $425.32
2024 Q2 ADDED 15,191 +16 +0.1% 4.45% $6.8M $440.99
2024 Q1 ADDED 15,175 +51 +0.3% 4.38% $6.4M $414.36
2023 Q4 ADDED 15,124 +65 +0.4% 4.21% $5.7M $369.67
2023 Q3 ADDED 15,059 +310 +2.1% 3.91% $4.8M $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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